Live from the SEI Top Producer Conference, your host Matt Halloran welcomes Matt McGowan to this special episode.
It is a privilege for our show to host a relationship manager such as Matt McGowan, who works with independent financial advisory and wealth management firms to create a more efficient business
, implement client service and growth plans, and create an ideal business model.Matt is currently the external relationships manager with SEI and shares with our audience some of his tips and tools for relationship management success.If you want to learn more about building external relationships and growing your business through efficiency and planning
, don’t miss this episode!Related: Understanding the Psychology Behind People to Enhance Your Advisory
Links: Matt McGowan