Thank you for downloading your GrowthLink toolkits
Our practice management hub for financial advisors will help inspire you and your team to create growth through actionable ideas and toolkits.
Bookmark this page and then download each toolkit.
Start with the “Things to consider” documents in most toolkits to get recommendations and instructions on how to use the tools.
Getting referrals
Achieving business goals
One-page business plan (sample)
Communicating your differentiated message
Messaging framework tool (sample)
Finding your ideal client
Ideal client implementation scorecard
Coaching through biases–yours and your clients’
Advisor article with three simple recommendations to manage biases
Get to know SEI.
From goals-based investing to managed volatility, we’ve been on the leading edge of investment solutions for more than 55 years.
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Learn how we work with advisorsBy focusing on investors’ emerging needs, we create relevant, timely solutions for wealth management firms and financial advisors, with a high level of portfolio diversification, access to some of the world’s best investment managers, and consistent oversight to manage market risk.
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Connect to the stability you've earnedIndustry change and market turmoil are putting some financial professionals on shaky ground. The right partner can offer the stability you’ve earned.
Information provided by SEI Investments Canada Company. SEI Investments Canada Company, a wholly owned subsidiary of SEI Investments Company, is the investment fund manager and portfolio manager of the SEI Funds in Canada.