Going RIA Guide

Access SEI's 8-step launch guide.

Vetted 3rd Party Vendors

Business Transition Series | Key considerations when going RIA

Training

For internal use only.

WalkMe Guided Tour

For internal use only.

Quick Overview

For internal use only.

Scale with Talent Series | Compensation

Selling Your Practice

Going RIA

Navigating Your Succession

Buying and Merging a Practice

Business Valuation and Consulting Services

FP Transitions is not affiliated with SEI or its subsidiaries.

SEI Client Profiling Kit

SEI Discovery Risk Tolerance Questionairre

SEI Discovery Gameboard