Episodes
Tuesday May 09, 2017
Episode 17 - Top 9 Advisor Marketing Insights from SEI Conference 2017
Tuesday May 09, 2017
Tuesday May 09, 2017
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.
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