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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.