Video 1 - Content Review - Side By Side - Roger David w Stephanie

Part 2 - Content Review - Side By Side - Chelsea Steeno w Stephanie Reilly

Training

For internal use only.

Lesson 2 | Gaining Clarity of Goals

How to use the Business Audit exercise to identify and prioritize where to focus growth efforts in the business.

Advisor Stories - Buying and merging with Andrew Rosen

Advisor Stories: Going RIA with Chris Cousins

Hear how they transitioned the bulk of their assets in 60 days!

Advisor Stories: Succession planning with John Taylor

Advisor Stories: Going RIA with Jeremy Paul

Lessons learned from Jeremy’s multiple transitions to go RIA

What's Trending First half recap replay

2023 SWP Update for SalesEnablement DiscoveryForum

Expert Video: Navigating Succession

FP Transitions is not affiliated with SEI or its subsidiaries.

Expert Video: Buying and Merging

FP Transitions is not affiliated with SEI or its subsidiaries.

Expert Video: Selling Your Practice

FP Transitions is not affiliated with SEI or its subsidiaries.

Expert Video: Going RIA

Advisor Story: Educational seminars with Stuart Spivak

SEI advisor Stuart J. Spivak shares how he's consistently grown with educational seminars.

Transition Toolkit - Transition Consideration

Maximize your CRM: Integrate Redtail with SEI

Strategic Partnership Program Revamp - Phase 1

Asset-Map Intro with CEO Adam Holt