--- title: "How SEIA Empowers Advisors to Succeed with Matt Matrisian" description: "This week, Kyle Van Pelt talks with Matt Matrisian, President of Signature Estate & Investment Advisors (SEIA)." url: https://www.milemarker.co/podcast/how-seia-empowers-advisors-to-succeed-with-matt-matrisian updated: 2025-10-21 --- [Now playing](https://www.milemarker.co/podcast) [Podcast**Next Mile**](https://www.milemarker.co/podcast) [Episodes](https://www.milemarker.co/podcast)[Guests](https://www.milemarker.co/podcast/guests) [YouTube](https://www.youtube.com/@milemarkerinc) [Apple](https://podcasts.apple.com/us/podcast/the-connected-advisor/id1691759257) [Spotify](https://open.spotify.com/show/0Lw8kHGnS1JJBMZLPYxc9S) Episode 115 · Oct 21, 2025 · 43 min # How SEIA Empowers Advisors to Succeed with Matt Matrisian [**Matt Matrisian***President, Signature Estate & Investment Advisors (SEIA)*](https://www.milemarker.co/podcast/guests/matt-matrisian) [Apple Podcasts ↗](https://podcasts.apple.com/us/podcast/the-connected-advisor/id1691759257) [Spotify ↗](https://open.spotify.com/show/0Lw8kHGnS1JJBMZLPYxc9S) ## About this episode This week, Kyle Van Pelt talks with Matt Matrisian, President of Signature Estate & Investment Advisors (SEIA). Matt is a pioneer in transforming the delivery of financial advice. His career has focused on simplifying the financial services industry, supporting its evolution, and enhancing the value to advisors. He believes the best investment outcomes begin with advisor-centric tools and capabilities that wrap around investors' needs. Matt's appointment as President of SEIA represents the culmination of a three-decade journey dedicated to reimagining how wealth management firms can scale with purpose while preserving the personal touch that defines the client experience. Kyle and Matt discuss how SEIA builds a platform that enables advisors to thrive. From transitioning independent contractors to equity partners to driving double-digit organic growth, Matt reveals how the firm empowers advisors with infrastructure, flexibility, and support. Matt also talks about the race for talent in the industry and how firms should develop the next generation of advisors to sustain future growth. In this episode: - (00:00) - Intro - (02:14) - Matt's money moment - (04:08) - SEIA's founding and growth trajectory - (08:17) - Making the move from 1099 to W-2 advisors seamless - (12:18) - Understanding the advisor lifecycle - (14:04) - The role of Signature Investment Advisors (SIA) in the industry - (15:51) - Should larger firms become their own TAMPs or asset management arms? - (19:43) - How outsourcing can accelerate growth - (25:19) - Delivering value that justifies the cost - (27:15) - The race for talent: The importance of developing G2 and G3 talent - (31:29) - How SEIA leverages technology - (34:17) - How SEIA utilizes the power of AI - (36:38) - Matt's outlook on the future of the industry - (39:29) - Matt's Milemarker Minute **Key Takeaways** - Growth requires structure, not just ambition. Success stems from clear systems—shared equity, technology, and culture—that give advisors both autonomy and stability. - Outsourcing drives exponential growth. Advisors who outsource investment management and back-office operations free up valuable time to focus on relationships, growth, and client experience. - Know your "why" behind growth. Growth isn't about chasing numbers. It's about serving more families who need financial guidance, while creating space for advisors to live fuller lives. - Invest in G2 and G3 talent. To ensure long-term sustainability, firms must have a structured career ladder and a pathway for young talent to grow, get licensed, and eventually become equity partners. Actively recruiting and nurturing the next generation is essential in the industry's "race for talent." **Quotes** "I envision SEIA as always being a dual affiliation model. We will always have W-2 and 1099 advisors. We want to give the best of both worlds to advisors, and how they want to affiliate with us." ~ Matt Matrisian "To provide that flexibility and eliminate the swivel-chair experience of advisors having to go across multiple platforms, to give them a technology platform that integrates everything and consolidates into a data lake solution, and to surface their assets regardless of the platform or investment vehicle used for advice to digest and monitor, that's where we need to be spending our time." ~ Matt Matrisian **Links** - [Matt Matrisian on LinkedIn](https://www.linkedin.com/in/matt-matrisian/) - [Signature Estate & Investment Advisors](https://www.seia.com/) - [Raymond James](https://www.raymondjames.com/) - [Charles Schwab](https://www.schwab.com/) - [Fidelity Investments](https://www.fidelity.com/) - [Reverence Capital Partners](https://www.reverencecapital.com/) - [Signature Investment Advisors](https://www.signatureia.com/) - [Osaic](https://osaic.com/) - [LPL Financial](https://www.lpl.com/) - [AssetMark](https://www.assetmark.com/) - [Execution: The Discipline of Getting Things Done](https://www.amazon.com/Execution-Discipline-Getting-Things-Done/dp/0609610570) **Connect with our hosts** - [Milemarker.co](https://www.milemarker.co/) - [Kyle on LinkedIn](https://www.linkedin.com/in/kylevanpelt/) - [Jud on LinkedIn](https://www.linkedin.com/in/judmackrill/) **Subscribe and stay in touch** - [Apple Podcasts](https://podcasts.apple.com/us/podcast/connected/id1691759257) - [Spotify](https://open.spotify.com/show/0Lw8kHGnS1JJBMZLPYxc9S) - [YouTube](https://www.youtube.com/@milemarkerinc) ## The write-up [Listen to this week’s episode.](https://open.spotify.com/episode/5OWL0HYZr6gM162nBRr5zO) ## Episode 115 On this week’s episode of Next Mile, I sit down with Matt Matrisian, President of Signature Estate & Investment Advisors (SEIA). Matt is a pioneer in transforming the delivery of financial advice. His career has focused on simplifying the financial services industry, supporting its evolution, and enhancing the value to advisors. He believes the best investment outcomes begin with advisor-centric tools and capabilities that wrap around investors’ needs. We discuss how SEIA has built a platform that enables advisors to thrive. From transitioning independent contractors to equity partners to driving double-digit organic growth, Matt shares how the firm empowers advisors with infrastructure, flexibility, and support. He also talks about the race for talent in the industry and how firms should develop the next generation of advisors to sustain future growth. #### Key Takeaways **Growth requires structure, not just ambition.** Success stems from clear systems—shared equity, technology, and culture—that give advisors both autonomy and stability. **Outsourcing drives exponential growth.** Advisors who outsource investment management and back-office operations free up valuable time to focus on relationships, growth, and client experience. **Know your “why” behind growth.** Growth isn’t about chasing numbers. It’s about serving more families who need financial guidance, while creating space for advisors to live fuller lives. **Invest in G2 and G3 talent.** To ensure long-term sustainability, firms must have a structured career ladder and a pathway for young talent to grow, get licensed, and eventually become equity partners. Actively recruiting and nurturing the next generation is essential in the industry’s “race for talent.” #### Quotes “I envision SEIA as always being a dual affiliation model. We will always have W-2 and 1099 advisors. We want to give the best of both worlds to advisors, and how they want to affiliate with us.” ~ Matt Matrisian “We’re seeing consolidation in the industry and advisors saying, I got into this business to work with clients and be an advisor. And maybe there’s an attractiveness, beyond just the numbers and the economics, at this stage of my career where I’m able to reduce the complexity of my life, to be able to engage with clients in the way that I want to.” ~ Matt Matrisian “To provide that flexibility and eliminate the swivel-chair experience of advisors having to go across multiple platforms, to give them a technology platform that integrates everything and consolidates into a data lake solution, and to surface their assets regardless of the platform or investment vehicle used for advice to digest and monitor, that’s where we need to be spending our time.” ~ Matt Matrisian #### Links Matt Matrisian on LinkedIn Signature Estate & Investment Advisors Raymond James Charles Schwab Fidelity Investments Reverence Capital Partners Signature Investment Advisors Osaic LPL Financial AssetMark ## Connect with Our Hosts Milemarker.co Kyle on LinkedIn Jud on LinkedIn ## Subscribe and Stay in Touch Apple Podcasts | Spotify | YouTube While there, please don’t forget to Download, Like, and Subscribe. If you’d like to schedule a time to talk with me about anything we cover on our podcast or Milemarker, click here for 15 minutes. —Kyle Van Pelt [**Matt Matrisian***President, Signature Estate & Investment Advisors (SEIA)*](https://www.milemarker.co/podcast/guests/matt-matrisian) Next Mile Conversations with the people building the next era of wealth management, hosted by Kyle Van Pelt. New episodes every Tuesday. [Get the newsletter →](https://www.milemarker.co/resources/newsletter) [Talk to Milemarker →](https://www.milemarker.co/contact)