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Introducing the Growth Lab

Transcript: Welcome to SEI Growth Lab! The Growth Lab is a collection of actionable practice management toolkits to help you grow, scale, and navigate key transitions in your advisory firm.

Every month hundreds of visitors explore and use Growth Lab resources and we’ve seen incredible results from firms that have used the tools and best practices. Whether you’re looking to take your marketing to the next level, scale your operations and technology, optimize your talent or navigate key transitions, you have comprehensive resources at your fingertips to get started. 

The best place to get started is with the Business Audit, a brief 13-question assessment, which will provide you with an overview of your core firm vitals along with personalized recommendations, and resources so you can take action in support of your goals. 

At SEI we are here to support you and your team, to help you gain time and capacity so you can do more of what you do best. We support independent advisors with outsourced investment management, back and front office technology, custodial services, and of course practice management. 

The fact that youre here tells me youre ready. Lets go.