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Screenshot of testimonial from Ryan C

Advisor Success Story

Ryan C.

CEO of a Mid-Sized Investment Advisor

A referral came from an attorney who had a client complaining about taxes. Ryan said, “Send me your statements and I’ll do a risk and tax analysis to see if we can supplement what you’re doing. I would be happy to offer a second opinion.”

Learn how Ryan used SEI LifeYield to convert this prospect into a client.

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