Shifting From Busy to Productive: A Conversation with SEI's Shauna Mace
Listen now
Description
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
More Episodes
Dr. David Kelly is the Chief Global Strategist and Head of the Global Market Insights Strategy Team for J.P. Morgan Asset Management. David provides valuable insight and perspective on the economy and markets to the institutional investor and financial advisor global communities. David’s...
Published 09/18/24
Robert Russo has built a powerhouse firm around the concept of helping independent advisors identify where they need support to grow, and providing that support. From the complexities of business ownership, to gap analysis to grow a practice, his firm, Independent Advisor Alliance, has a process...
Published 09/13/24
Published 09/13/24