Aug 3, 2022
In this episode, we sit down with SEI's Head of Practice Management, Shauna Mace. We get into her experience in working with advisors on how to go from busy to productive. We also dive into the launch of SEI's Growth Lab - a place where advisors can find resources and tools to help them build their practice.
Learn more: https://info.seic.com/welcome-to-the-sei-growth-lab
Learn more about us: advisorio.co