Breakout Session
John Anderson
Managing Director - Head of Practice Management
SEI
What started as a brainstorming session in early 2019 between SEI and FPA® quickly grew into a larger quest to more deeply explore the current and future states of the advice profession. We know that the pace of change today is likely the slowest it will ever be. We also know that with few exceptions, financial planners are not changing their ways or preparing for a client-centric experience. We need to get ahead of this shift rather than take a wait-and-see approach. Planners need to start planning and create meaningful new ways for their clients to interact with them.