Steve Seid and Kurt Dupuis are a unique team in asset management. They do not look like your traditional financial services team, and they are not.
They have focused all of their efforts into providing financial professionals with true practice management advice and help. And it is not just an assessment, or figuring out a way to push product at the end of the conversation. They truly care to show up for their clients and help.
That attitude, coupled with a great podcast they launched, is taking them to the next level.
Listen in for great insights on practice management, service and more about the financial services industry.