Growth Lab
The SEI Growth Lab helps thousands of financial advisors grow, scale, and evolve their businesses. These podcasts feature advisors and industry experts sharing their personal stories and perspectives on the future of wealthtech and financial advice.
Adoption Over Hype: What Actually Drives Growth in Wealth Management
Scott Smith is senior director at Cerulli Associates, using the firm’s research, analysis, and industry knowledge to advise wealth managers on how to navigate challenges and grow their businesses.
Scott Smith
Cerulli Associates
Institutionalizing Organic Growth
Rick Kent and Kay Lynn Mahue are CEO and president, respectively, of Merit Financial Advisors, a fast-growing nationwide firm that has made nearly 60 acquisitions, seeking firms that share their passion for growth.
Rick Kent and Kay Lynn Mayhue
Merit Financial Advisors
Scaling an Independent RIA Without Losing Your Culture
Randy Morris and Seamus O’Brien are CEO and head of advisor success, respectively, of Summit Wealth Group, an independent firm with a planning-first approach. From its founding in Colorado Springs, Colo., it has expanded to five states and 11 branches.
Randy Morris and Seamus O’Brien
Summit Wealth Group
Women & Wealth: How Women Investors Are Reshaping Wealth Management
Ann Covington is founder of fast-growing CovingtonAlsina, an RIA that works “at the intersection of women and wealth.” They have offices in Annapolis, Md., and Jacksonville, Fla.
