If you don’t know where to begin when you sit down to develop your 2016 practice strategy, start by thinking about where you spent the bulk of your time in 2015. As an advisor, your time is your most valuable asset. If your answer includes completing a lot of tasks manually that could otherwise be automated or streamlined through technology or a service like a TAMP, chances are you’re missing out on valuable client-facing or prospecting time.”

John D. Anderson, managing director, practice management solutions, SEI Advisor Network