AdvisorStream is thrilled to exhibit and speak at the SEI SAC 2018 National Conference in National Harbor, MD taking place on May 6th. Top advisors gather from across multiple broker dealers, IRAs and firms to learn about the newest technology service developments and updates.
AdvisorStream’s CEO Kevin Mulhern, head of Product Development Karim Rashwan and head of Customer Success Georgia Karakatsanis will speak the Latest Trends in Investor Digital Marketing.
You can also catch the AdvisorStream team demoing our platform; a proprietary automated business building system that allows financial advisors to leverage the world’s most credible and engaging content across all digital communication channels, while having digital referrals auto-generated for them.
Advisor attendees will see first-hand how thousands of other advisors utilizing AdvisorStream are increasing client retention and share of wallet using our automated marketing platform.