Financial Advisors Knowledge Center


Lifestyle or Enterprise

Which business model is the right business model?

In reality, no single model is better or worse than another. What’s important is that you decide what’s right for you, and then move ahead with purpose, serving your goals and your clients’ needs.

Eventually though, you must decide to either maintain the status quo or lead your business to the next level — a classic dilemma that comes with both trade-offs and opportunity costs.

If you’re not interested in scaling your business or increasing your profits, investing may not be necessary. But if you’re looking to expand or optimize your firm’s future value, reinvestment is essential. The choice is up to you.

The Purposeful Advisory Firm, co-written with Bob Veres of Inside Information, contains exclusive research on business stages and models. You’ll learn:

  • How to assess potential vital trade-offs between higher revenue with lower valuation and lower short-term revenue with higher valuation
  • Key differences in business stages/models and purposeful decisions you should make along the way
  • How to firm up your firm by creating an optimized Lifestyle or Enterprise business the stages of Lifestyle and Enterprise business models.

For more information, contact an SEI advisor consultant at 888-734-2679. 

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Information provided by SEI Advisor Network, a strategic business unit of SEI. Services provided by SEI Investments Management Corporation (SIMC), a wholly owned subsidiary of SEI.
SEI and Bob Veres are not affiliated. Opinions expressed by third parties are their own and SEI cannot assume the accuracy of the information provided.