SEI Wealth Network Discovery Board

The Discovery Board was developed with the main objective of enhancing our conversations with clients. It is one input into our Discovery Process where we help clients "discover" and articulate their most important goals.

How the Discovery Board works

After you and your partner agree where you place each tile on the board, a trained facilitator guides discussion and asks questions about each topic. This gives us better insight into your goals and how you might want to deploy your resources to achieve them.