Matt Matrisian on Building a Scalable, Advisor-Centered Platform скачать в хорошем качестве

Matt Matrisian on Building a Scalable, Advisor-Centered Platform

💡 How SEIA Empowers Advisors to Succeed 💡 In Episode 115 of Next Mile, host Kyle Van Pelt, CEO and Co-Founder of Milemarker (milemarker.co), sits down with Matt Matrisian, President of Signature Estate & Investment Advisors (SEIA). With more than 30 years of experience transforming how financial advice is delivered, Matt shares how SEIA creates a high-impact platform where advisors thrive—offering the flexibility of dual affiliation, the support of back-office outsourcing, and the clarity of a structured growth path. 👉 What You’ll Learn in This Episode: • How SEIA enables advisors to transition from 1099 to equity partners • Why building infrastructure is essential for sustainable growth • How outsourcing investment management accelerates scale • What the “advisor lifecycle” looks like—and how SEIA supports each stage • How the firm is nurturing G2 and G3 talent to stay ahead in the race for advisors 🔥 Key Highlights: • [02:14] Matt’s money moment and early lessons in finance • [04:08] SEIA’s growth journey and dual affiliation model • [08:17] Making the shift from contractor to W-2 seamless • [12:18] Mapping the advisor lifecycle and building a path to equity • [19:43] Why outsourcing drives better growth outcomes • [27:15] Why developing next-gen talent is a strategic imperative • [31:29] SEIA’s integrated tech and AI strategy • [39:29] Matt’s Milemarker Minute ✨ Why Watch? This episode is essential listening for firm leaders, G2 advisors, and recruiters looking to build a business that lasts. Matt shares real-world examples of how structure, not just ambition, leads to success—and how SEIA is designing a platform that balances advisor freedom with support at scale. 📌 Quotes That Resonate: 🗨️ "Growth requires structure—shared equity, technology, and culture—not just ambition." ~ Matt Matrisian 🗨️ "We will always have W-2 and 1099 advisors. We want to give the best of both worlds." ~ Matt Matrisian 🗨️ "To stay competitive, we need to eliminate swivel-chair experiences and bring data together into a single pane of glass." ~ Matt Matrisian 🎥 More Episodes: Discover more advisor-first conversations at milemarker.co #RIA #WealthManagement #AdvisorGrowth #TalentDevelopment #SEIA #NextGenAdvisors #AdvisorTech #Milemarker #FinancialPlanning #NextMile