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: <a href= "https://info.seic.com/welcome-to-the-sei-growth-lab">https://info.seic.com/welcome-to-the-sei-growth-lab</a> Learn more about us: advisorio.co

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

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: <a href="https://info.seic.com/welcome-to-the-sei-growth-lab" rel="noopener noreferrer">https://info.seic.com/welcome-to-the-sei-growth-lab</a> Learn more about us: advisorio.co

Episode 108: Shifting From Busy to Productive: A Conversation with SEI's Shauna Mace

The Financial Advisor landscape is changing in a big way and Advisors need to find new ways to gain and retain clients. Hosted by Derek Schwartz of CION Investments, the Advisor Lab is meant to help Financial Advisors gain insight and inspiration from successful thought leaders across fields and industries. We're helping Advisors get out of their own head by providing strategic & tactical advice from others who've built successful businesses through innovative marketing and communications. New episode dropping every two weeks. Look for us on iTunes, Spotify, or wherever you get your podcasts.

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The Financial Advisor landscape is changing in a big way and Advisors need to find new ways to gain and retain clients. Hosted by Derek Schwartz of CION Investments, the Advisor Lab is meant to help Financial Advisors gain insight and inspiration from successful thought leaders across fields and industries. We're helping Advisors get out of their own head by providing strategic &amp; tactical advice from others who've built successful businesses through innovative marketing and communications. New episode dropping every two weeks. Look for us on iTunes, Spotify, or wherever you get your podcasts.

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Episode 108: Shifting From Busy to Productive: A Conversation with SEI's Shauna Mace

Episode 108: Shifting From Busy to Productive: A Conversation with SEI's Shauna Mace

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