Managing Director, Head of RIA Client Experience, Business Development, and Strategy at SEI
It’s evident that for consistent and long-term growth, advisories need diversity and to bolster their organic growth strategies, including leveraging traditional marketing avenues. Shauna Mace, CHPC™️ breaks down learnings from the 2023 InvestmentNews Benchmarking Study sponsored by SEI to give advisors the cold facts and tools to combat them. 1. Sustaining growth 2. Engaging new clients in a volatile environment 3. Gaining scale, capacity and efficiency Interested in a copy of the study? DM me for more information. https://lnkd.in/eB2fKcwV
CEO Wealth Management, Board Member
12moThanks Gabe, hope all is good. Please send.