SEI Growth Lab Home

Actionable practice management for advisory firms. Learn how to think and act like a consultant in your business with on-demand, workshop-style practice management best practices and tools for advisory businesses. Platform services provided by SEI Global Services, Inc., a wholly owned subsidiary of SEI Investments Company (SEI).

Introducing the Growth Lab

Learn how SEI's Growth Lab helps advisory firms scale and grow

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Growth Lab Roadmap

Where to start and go next...

Launch Tool

Ideas from the Lab

Practice management blog library and subscription form

Connect with an SEI representative

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Referability Scorecard

How referable are you?

Launch Tool

Get connected and build deeper connections with your peers

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Toolkits

Business audit, one-page business plan template, and planner

> Business audit > One-page business plan

Scorecard and persona builder

Scorecard, messaging framework, and activation checklist

Research-based tactics from the most referrable firms

Scorecard and sales process design template

Move lead to client and client to advocate.

Tech stack review, finder, builder, and implementation planner

Gain efficiency and scale with technology.

Learn how to scale with operations.

Marketing scorecard, plan builder, and activation checklist

Talent planner, hiring checklist and onboarding guide

Featured Strategic Partner | Redtail

Maximize your CRM: Integrate Redtail with SEI

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Tool: Redtail CRM Scorecard

Take the assessment to determine if you’re getting the most out of Redtail CRM.

Launch Tool

LIVE Redtail Webinars

Each live webinar is hosted by a Subject Matter Expert to guide you through a topic and address any questions. Check out our upcoming weekly product overview demos and training webinars!

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Get a feel for how Redtail can help streamline your processes and make your workdays more productive and enjoyable.