Episode 17 – Top 9 Advisor Marketing Insights from SEI Conference 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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