Matt and Kirk attended the SEI Strategic Advisor Conference in May 2017. They recorded the top 9 marketing insights they heard from advisors dialoguing with them at the TactiBrand Kiosk.
SEI ran a fantastic conference and the advisors were very engaged. Great group of professionals. Thanks to you all for a great experience - and for listening to our presentation, kiosk rants and now this podcast.
Go to SEIC.com for more info on this great company with a robust investment and practice management offering for advisors.