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.
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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
