In this episode of Zephyr’s Adjusted for Risk Podcast, host Ryan Nauman engages in a deep discussion with industry expert Matt Matrisian, President at SEIA, about the fast-evolving field of wealth management. Matt shares insights on SEIA’s growth strategies, technology investments, and M&A trends. They delve into the importance of organic growth, leveraging technology, and enhancing business value through strategic planning. Sponsored by Zephyr, this session is packed with valuable tips for financial advisors and wealth management professionals.
Learn how Zephyr can help Financial Advisors make their practice more efficient here. Learn more about SEIA here.
00:00 Introduction and Welcome 01:10 Meet the Guest: Matt Matrisian 02:26 Matt’s Journey to SEIA 05:03 Growth Strategies for SEIA 07:37 Industry Trends and M&A Activity 17:17 Enhancing Organic Growth 23:40 Leveraging Technology for Scalability 32:27 Conclusion and Contact Information
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