Upcoming Live Webinar: Scaling Your Practice with Advice Engagement

Join SEI’s Shauna Mace and Asset-Map’s Founder and CEO Adam Holt as they discuss the positive impact advice engagement is making on the financial services industry. They will share strategies on how to attract and retain clients, develop repeatable financial planning processes, and lead with engagement. 

Speakers

Shauna Mace, CHPC™️
Head of Practice Management
SEI

Shauna Mace is Managing Director of the Practice Management Solutions for Independent Advisor Solutions by SEI, responsible for programs that focus on helping advisors grow their businesses, create efficiencies in their operations, and differentiate their practices. Shauna is a lead contributor to our practice management blog, Practically Speaking, which is designed to help financial advisors achieve their goals with relevant best practices, tools and actionable advice.

Shauna joined SEI in 2021 after more than 16 years working with financial advisors, asset managers and financial service businesses. Before joining us, she was the founder of Inspire Growth, a consulting and coaching business focused on sales and high-performance best practices for financial advisors. She has served in multiple leadership, marketing, and sales roles at FS Investments, where she helped build the firm’s RIA channel. She began her career at an RIA firm in the Philadelphia suburbs.

Shauna graduated from Villanova University and currently holds the FINRA Series 7. She’s been featured in a number of advisory-focused publications such as “Advisor Perspectives” and “Kitces Nerd’s Eye View,” and is a frequent speaker on industry podcasts and conferences.

H. Adam Holt, CFP®️, ChFC®️
CEO and Founder
Asset-Map

H. Adam Holt has been a financial advisor for over 25 years, during which time he has helped build and manage his wealth management firm to over $1.2B in assets under management. Adam is known for his early adoption of technology to build trend-setting client experiences. This mindset led him to found Asset-Map, a financial technology firm dedicated to creating engaging visual communication tools used throughout the customer and advisor journey and now used by thousands of advisors worldwide and over 1M consumers.

Adam obtained his Bachelor of Science in Economics and Environmental Planning from Rutgers University in New Brunswick, an Executive MBA from Drexel University, a Certificate in Retirement Planning from Wharton School of Business at the University of Pennsylvania and is a Certified Holistic Financial Coach through Columbia University. Adam is a CERTIFIED FINANCIAL PLANNER®Practitioner and attended the American College where he earned his Chartered Financial Consultant®designation.