Financial Advisors Knowledge Center
Strategic Planning: It's Your Move
Get ready now to meet the big changes ahead.
Change happens all the time — new regulations, robo advisors, unpredictable industry disruption and more. Don’t leave your future to chance. Make effective planning your greatest return on time.
A strategic plan for direction and growth can make all the difference. Yes, it can be time-consuming at best, and confusing at worst. That’s why we created our Strategic Planning: It’s Your Move toolkit — to help you:
- Take charge of your future by facing opportunities and competitive threats head-on
- Motivate your team with a shared vision
- Replace short-term, reactive thinking with long-term, strategic decision-making
- Put your firm on a path to growth
Your Strategic Planning: It’s Your Move toolkit includes:
- Strategic Planning – It’s Your Move – A comprehensive guidebook
- Building Investor Personas – Worksheet to help you better target prospect segments
- Using S.W.O.T. Analysis to Strengthen Your Brand – An easy-to-follow template with examples from the advisor industry
- Plan for a Competitive Advantage – Template to help you calculate client profitability and build your plan
Download your toolkit now or call an SEI Practice Consultant at 888-734-2679 for more information.