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The Big Picture
JUNE 11, 2024
. ~~~ Bloomberg Audio Studios, podcasts, radio News. He began as an attorney working on things like taxes and, and trusts in estates and consulting for various RIA firms when he became an RIA and eventually bought creative planning when it had, you know, a handful of, of clients and, you know, 30, $35 million.
SEI
SEPTEMBER 17, 2022
Ryan has served as SEI's CEO since June of this year. As we actually sign new clients, we need to bring those clients on board. I guess, what roadblocks are you seeing in terms of getting deals signed and implemented, and both in terms of new deals and also getting upgrades from Trust3000 to SWP? Then an implementations bucket.
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