Planning can be time-consuming at best, and confusing at worst—especially when the future is more unpredictable than usual. We created our Strategic Planning: It's Your Move toolkit—to help you:
• Face competitive threats and opportunities head-on
• Motivate your team with a shared vision
• Replace short-term, reactive thinking with long-term, strategic decision-making
• Put your firm on a path to growth
It includes the guidebook, Strategic Planning: It’s Your Move, as well as a S.W.O.T Analysis template and Persona worksheet.
Get your Strategic Planning toolkit now. 888-734-2679. seic.com/advisors.
Information provided by SEI Advisor Network, a strategic business unit of SEI. Services provided by SEI Investments Management Corporation (SIMC), a wholly owned subsidiary of SEI.