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What does it take to grow a $30B wealth management firm in today’s competitive space and sustain it?
In this episode of Grow Organically, Dan Gilmartin speaks with Matthew Matrisian, MBA, President of SEIA, to explore the multi-dimensional strategy behind the firm’s double-digit organic growth.
Matt shares how SEIA combines personalization, strategic partnerships, and data-driven processes to create an environment where both advisors and clients thrive. He emphasizes the importance of institutionalizing growth through systems, talent, and culture, while also discussing the lessons he’s learned along the way.
Matt discusses:
- The three key growth channels SEIA focuses on: custodial referrals, client referrals, and educational prospecting events [00:02:09]
- How partnerships with estate planning attorneys and CPAs expand their client value without adding internal overhead [00:14:47]
- The “SEAL team” style approach to delivering personalized solutions rather than templated ones [00:18:20]
- How SEIA institutionalizes growth by enabling data-driven decisions and CRM pipeline visibility [00:23:24]
- The need for a long-term talent pipeline and what he wishes he had started five years earlier [00:26:49]
- And more!
Related: How Top Wealth Leaders Are Rethinking Client Engagement With Anand Sekhar