Advisor Flipbooks

Stratos SEI Partnership Forum

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17 PARTNERSHIP FORUM STRATOS AND SEI SEI Communities Growth Operations RIA Women advisors Next Gen Mastering organic and inorganic growth can take decades, expedite your learning by connecting with others who are having success or who define growth in the same way. Sometimes staying on top of best practices, technology enhancements, and day-to-day administrative tasks can be challenging. A little help from partners and peers could go a long way. As RIAs, we all have a unique story to tell—a story of independence, coupled with the complexities of running a small business. Our passion is helping our clients reach their financial goals and, as women, we have common advantages and vulnerabilities. For next generation leaders, future owners, and advisors with less than ten years of experience who want to accelerate their professional growth, navigate the journey to partnership, and shape the future of our industry.

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