11 See yourself as an RIA.
RIA LAUNCH GUIDE
Step 3: Develop your business plan.
Make your plan as detailed as possible and include information from your responses to the
questions in Step 1, including:
■ Your firm's mission and vision
■ Your ideal client profile
■ The type of client experience you want to deliver
■ The services you plan to offer
■ Pricing structure and fees
■ Business strategy and projections for growth
■ How you plan to market and brand your business
■ Organizational structure, including compensation
■ Strategic partners
■ Operational and technical considerations
Explore SEI's Growth Lab for tools to help
you develop your business plan, define
your ideal client profile, articulate your
value, and much more!
