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Today’s guest is Shauna Mace, CHPC™️, Head of Practice Management, and Managing Director at SEI. She and the team focus on helping advisors grow their businesses so they can spend more time serving their clients. She has been featured in publications and is a frequent speaker in the financial industry.
With over 17 years in the industry, Shauna has learned how to navigate and achieve balance in her own life and business. She shares how she serves her clients, how she developed her expertise through different avenues, and what her game-changing factor in achieving balance was.
Join us today to learn about these things:
Shauna was led down several different roads in marketing, working in the financial industry, consulting, and more. (1:19)
Are you a “Yes Man/Woman”? Listen to Shauna’s advice here. (12:28)
How your family is the “Secret Sauce” to balance in your life. (26:07)
Resources:
More about our guest: https://www.seic.com/
Email: travis@travisparry.com
