• SEI

    client
  • role print design
  • agency Booth Bay Creative

SEI required a referral toolkit for their Managing the Manager program. The toolkit consisted of an article about Centers of Influence (COIs), an insightful client profile sheet to enhance the understanding of their clientele, and a referral tracker sheet that enables investment managers to monitor progress.

white paper

Centers of Influence (COIs) Article

Referral Article and Referral Tracker

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