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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. Dont 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. Thats why we created our Strategic Planning: Its 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: Its Your Move toolkit includes:

  1. Strategic Planning Its Your Move A comprehensive guidebook
  2. Building Investor Personas Worksheet to help you better target prospect segments
  3. Using S.W.O.T. Analysis to Strengthen Your Brand An easy-to-follow template with examples from the advisor industry
  4. 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.