Summary: Advisory firms with a lifestyle orientation can offer significant advantages over enterprise practices, according to a new study by SEI. Advantages for lifestyle firms include stronger cash flows, higher quality of standards and a more loyal clientele.
 We’ve been beat up by the media, by peers, by broker-dealers. Everybody keeps talking about businesses getting bigger and bigger and more diversified. But, many advisers set up a nice business with a nice work-life balance and a nice income."John Anderson, managing director, SEI Advisor Network
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