Financial Advisors Knowledge Center
Business Planning 2013: Strategies for Building Enterprise Value in Your Practice
Do you know how to build long-term value with short-term business planning?
Whether you're a one-advisor shop, an emerging group of two or more advisors, or a relatively large RIA with a long track record, all you need is a desire to grow. That's why SEI created Business Planning 2013. It covers:
- Building a case for growth
- Developing your business plan
- Five strategies for building enterprise value
Watch our latest presentation below to create an actionable plan to build enterprise value for your firm in 2013 and years beyond.