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

Watch Video

Growth Lab Roadmap

Where to start and go next...

Launch Tool

Ideas from the Lab

Practice management blog library and subscription form

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Snappy Kraken Online Presence Personalization Tool

This tool was developed by our strategic partner Snappy Kraken to help advisors personalize their online presence to their ideal client's specific needs.

Launch Tool

Get connected and build deeper connections with your peers

Join a Community

Referability Scorecard

How referable are you?

Launch Tool

Connect with an SEI representative

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 | Snappy Kraken

EXCLUSIVE TOOL: Personalizing Your Online Presence to your Ideal Client

This tool was developed by our strategic partner Snappy Kraken to help advisors personalize their online presence to their ideal client's specific needs.

Launch Tool

3-Point Website Assessment

Is your website converting traffic into new leads and prospects? Find out how to quickly boost your website performance in this 3-point assessment

Watch a 6-Minute Demo of Snappy Kraken

Want to see exactly how Snappy Kraken is helping thousands of advisors grow their firms in just 1-2 hours per month?

Book More Appointments with Texting

Texting gets a 98%+ open rate (compared to ~20% on email). Convos is our 100% compliant text messaging tool designed for financial advisors.

8 Top Performing Campaigns for Financial Advisors

Over the past 5 years we've created 371 unique campaigns for Financial Advisors. This microbook breaks down our top 8 (along with stats on how they performed).

What 800 HNW Investors Shared About Bear Markets and Recession Fears

We recently surveyed 800 investors in the US earning at least $200k. Here's what we learned.