The Business Audit measures your business across eight key focus areas. By diagnosing your core firm vitals, we can help you understand gaps, identify opportunities, and find the momentum and clarity you need to reach your important milestones.
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Access your business audit results
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Take action with personalized resources
Step
1
Answer 13 quick questions
Step
2
Access your business audit results
Step
3
Take action with personalized resources
Understanding core firm vitals.
SEI has helped hundreds of advisors take control of their advisory business to power growth, make confident decisions, and protect futures. We've identified are eight core firm vitals that define the most common challenges and opportunities advisor businesses face.
Firm Vision and Management
People and Culture
Operations
Technology
Client Service and Experience
Financial Planning
Investment Management
Business Development