Issue link: https://info.seic.com/i/1538968
20 PARTNERSHIP FORUM STRATOS AND SEI Business consulting services. • Business plan development • KPIs and benchmarking • Defining an ideal client persona • Articulating your value • Business development including marketing, getting more referrals • Growing with HNW clients • Increasing your fees • Technology selection • Technology integration • Process and workflows • Hiring and compensation • Segmentation • Transition services • Succession planning • Education and resources Growth Scale Transition Shauna Mace, CHPC Head of Practice Management Stephanie Reilly Practice Management Business Consultant Andrew Town Practice Management Business Consultant