© 2023 SEI
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What's Up Wednesday?
Advisor Services Team
What's new?
Continue to learn and explore resources available on the Advisor Services Uberflip page
The Growth Lab had over 2,500 views in February
o Trending: One-Page Business Plan + Firm Spotlight: Business Plan Example
Our featured strategic partner for March-April is Asset-Map!
o Check out Asset-Map's Advice Engagement tool (featured on the Growth Lab home
page) for a client meeting checklist and resources to improve client conversations
Ideas from the Lab
Urge advisors to subscribe to Ideas from the Lab - actionable tools and best practices to help
advisors scale and elevate their business.
Connect with your advisors by sharing one of our recent blog entries
o Three truths about using marketing to generate leads by Shauna Mace
o IRA Contributions, make them while you can! by Dean Mioli
Coming Soon…
Redtail integration training materials will be available in the SEI Advisor Desktop help menu
next month
Our first ever in-person community event will be hosted in Oaks on March 30
th
!
A new Growth Lab toolkit for advisors or firms in transition
A revamped strategic partnership program
Voice of Advisor (Growth Lab) – featuring advisors accomplishing various areas of their
business well as an inspiration to other firms
