SEIA is a firm built by advisors, for advisors, providing the infrastructure—personnel, tools, resources, and expertise—to handle the business functions advisors prefer to offload while allowing them to focus on the areas they enjoy. To further promote engagement, the firm holds quarterly advisor meetings to discuss strategy, market insights, and operational improvements. Additionally, an annual holiday party groups advisors and teams together to strengthen relationships across the organization. Through these initiatives, SEIA cultivates a supportive and growth-oriented environment for advisors at every stage of their careers.

SEIA has in-house financial planners and estate attorneys and is actively expanding its team to include tax preparation, filing, and trustee services. Advisors have the flexibility to leverage these resources as needed. For premium services, a cost-sharing model may apply, depending on the client's size—these services are included for larger clients, while for smaller clients, advisors have the option to absorb the cost.

SEIA manages operational tasks for new partners, including client onboarding and intake, trade execution, and even investment management for those who choose to leverage the in-house team. Additionally, all finance, HR, payroll, compliance, cybersecurity, and marketing functions are handled internally, allowing advisors to focus on client relationships and growth.

SEIA offers a comprehensive suite of in-house services, including financial planning, estate planning, and portfolio management, with ongoing efforts to expand into tax preparation, filing, and trustee services. The firm employs eight para-planners, with plans to add more to support its growing advisor base. Estate planning services are facilitated through third-party estate planning teams for document drafting, while SEIA is actively seeking to add a JD to its staff. For private clients with $10 million or more in assets, estate planning services are included in the advisory fee, whereas for smaller clients, advisors have the option to either pass on these services or absorb the cost. In addition to core financial planning and portfolio management, SEIA provides specialized services, including qualified and non-qualified plans, retirement and income planning, executive compensation planning, and family office services for clients with $10 million or more in assets. While bill pay services are not currently offered, trustee services are in development. The firm also acts as a sub-advisor to other advisors through its turnkey asset management program (TAMP), overseeing approximately $5 billion in assets under administration (AUA) and supporting 300-400 advisors. Through these offerings, SEIA delivers a flexible and scalable support structure that allows advisors to tailor services to their clients' needs.

SEIA has a centralized marketing team of five professionals, supplemented by an outsourced third-party firm for public relations and marketing support as needed. The team drives leads to advisors through social media marketing campaigns, SEO, events, and click-through analytics, while also creating customized collateral for advisors who require tailored materials for events, clients, prospects, or referrals. Lead generation is supported through word-of-mouth referrals, custodial referrals—currently established in both Schwab (SAN) and Fidelity (WAS), with plans to expand into additional SAN branches. Leads are primarily distributed based on geography, and training is available for advisors who want to participate in lead flow. While SEIA does not manage social media accounts for advisors, it provides guidance on best practices. SEIA focuses on niche strategies, primarily serving high-net-worth clients with a planning-based approach rather than strictly investment management. Additional focus areas include institutional plans, such as 401(k)s and endowments, as well as professional athletes. The firm also facilitates Centers of Influence (COI) relationships and assists with event marketing, including sending invitations, securing guest speakers, and managing event reminders. Other marketing initiatives include newsletter and content marketing, support for M&A and recruiting efforts, and assistance with podcasts and media training to enhance advisors' visibility and communication skills. Through these efforts, SEIA provides advisors with the tools and resources needed to expand their reach, strengthen client engagement, and drive sustainable business growth.

Committed to developing the next generation of advisors, SEIA offers a mentorship program, encourages continuing education with a small reimbursement for certification completion, and hosts the annual G2 Summit each March in Las Vegas. This event fosters collaboration by sharing best practices, highlighting rising talent, and featuring senior leadership and third-party industry experts.