Top 3 reasons SEI agents and advisors use American Lifestyle:
- Increases their connectivity with both halves of the household and the entire family
- Reinforces their value proposition to the next generation
- Connects with high net worth centers of influence (CPAs, attorneys, business owners, recent retirees) to help build a more robust prospect pipeline
-
“It’s a differentiator for my firm!”
—Kevin Reperowitz
Kevin Reperowitz, CFP™
-
“This magazine has led to number of cases of getting new money placed under management from existing clients.”
—Michael Lynch
Wealth Manager, Mike Lynch, Inc.
-
“The magazine is a very professional and classy way to stay in touch with your clients. The clients love the recipes and travel tips. I highly recommend this magazine for anyone in this business.”
—Richard A. Waldrep
Registered Principal, Foothills Wealth Management
Get a PDF sample sent instantly to your inbox.
××
