SEI launches new platform to boost Canadian advisors' business growth

SEI introduces GrowthLink, providing Canadian advisors with resources to improve client value and business growth

SEI launches new platform to boost Canadian advisors' business growth

SEI has launched GrowthLink, a new practice management hub.

This platform provides Canada-based advisors with resources to deliver more value to clients through a comprehensive and connected experience. GrowthLink also offers actionable tools designed to drive business growth.

GrowthLink initially focuses on five central practice management themes:

  • Achieving business goals
  • Gaining referrals
  • Communicating differentiated messaging
  • Finding ideal clients
  • Coaching through biases

Designed as an on-demand experience, GrowthLink will continuously add resources to help advisors implement actionable ideas into their practices.

“Growth-minded advisors are constantly looking for practice management tools that can help them deliver the personalized experiences that meet clients’ needs and demands,” commented Shauna Mace, head of Practice Management. “As we expand our practice management capabilities globally, we’re continuing to provide advisors of all sizes with action-oriented resources to unlock their potential and scale their businesses.”

“The launch of GrowthLink is an important step toward helping advisors meet these goals, so they can focus on what they do best: deepening client relationships with impactful, tailored advice that powers the future of wealth.”