When SEI is looking to develop new services that will make clients’ faces light up, Raef Lee is their go-to guy. As the managing director and head of new services and strategic partnerships for Independent Advisor Solutions by SEI, Raef is all about finding ways to meet client needs. Now, Raef is sharing more about … Continue reading Episode 12 – Bonus Episode: Get to Know the Practically Speaking & the Practice Management Solutions Team—with Raef Lee →