Capture Retiring Boomer Assets By Addressing Their Concerns

The baby boomers are coming, the baby boomers are coming! The largest subset of assets in our industry is moving from corporations and private retirement plans into the advisory domain. The assets in motion are targeted to be somewhere in the neighborhood of $12.1 trillion.

In today’s blog post, John Frownfelter puts the statistics associated with the baby boomer demographic into perspective and highlights the size of opportunity. How can advisors capture additional assets and address investors’ needs? Find out now.


Stick a Fork in Your AUM Fees: Price Your Services Based on Your Value

Feb 26, 2015

When Raef Lee and I delivered the results of our national survey and presented our whitepaper “The Next Wave of Financial Planning,” we got two types of questions. The first, regarding technology, Raef answered in his Practically Speaking blog post two weeks ago. The others focused mainly on fees. Specifically, our suggestion, that while we don’t hear much today, we look at advisory fees as being at a fork in the road, due to the influence of a more educated client, demands for more transparency, client “validators” and the growth of robo-advisors. The whitepaper suggested that advisors should prepare for a shift when it comes to fees – it looks like that shift is starting sooner than we expected…


Meet the Techno-Advisor: How Technology Can Future-Proof Your Practice

Feb 24, 2015

Today you’ll meet an impressive milllennial from the SEI Advisor Network Solutions Practice Management Team and colleague of Raef Lee, Missy Pohlig. Raef introduces her in today’s post, and shares her engaging conversation with advisor, Dave Grant of Finance for Teachers.

Find out why they are tired of the term “millennial” and hear their suggestions for using technolgy to better serve your clients. You’ll get actionalble ideas you can easily implement in your practice now and be better positioned to outshine robo-advisors trying to disrupt the marketplace.


Advisor Tax Planning Academy: 3 Sessions, 3 Ways to Demonstrate Your Tax Expertise

An almost daily dose of tax forms (W2s, 1099-DIVs, 1099-INTs) surely means that tax time is here again. Don’t let your clients stress over it this year or avoid talking taxes.

Today’s blog post invites you to attend SEI’s new Advisor Tax Planning Academy, a series of three helpful webinars to give you ideas on tax savings ideas for this year, while your clients are thinking about taxes from last year.


The T3 Conference: Musings on Acquisitions, Integrations, Robo-advisors, and More

Feb 17, 2015

Core to SEI’s value proposition is providing advisors with the technology and information that they need to run their businesses.

Fresh off attending the Technology Tools for Today conference, Raef Lee has first-hand experience of the trends changing the financial services industry today. Read today’s blog post for Raef’s views on the main themes of the conference – including robo-advisors, trends in advisor / client communication and much more.

How is technology changing the way you communicate with clients? Are you adding new services as a result?


Advisor Continuity Planning: Find Your Match

Feb 12, 2015

SEI has worked extensively over the last 18 months with FP Transitions ( to create our SEI PathFinder program; the advisor business growth program that focuses on acquisition, business continuity, succession and mergers.

In this guest post, Brad Bueermann, the CEO of FP Transitions, delves into the path an advisor should follow in finding a good business partner match. You will find that the problems of an individual struggling to find a good date are very similar.


Lookin’ for Love: Advisor Matchmaking with Advisors Ahead

Feb 10, 2015

Being that he’s originally from the UK, Raef Lee doesn’t do Valentines Day or Country music; however, today’s blog post has a little of both. Raef introduces today’s guest blogger, Mike Marciniak of Advisors Ahead, a company whose sole purpose is to match young advisors with established advisory firm. Mike explains why you might be looking for help in all the wrong places, and looking for help in too many faces…


Webinar Q&A: The Next Wave of Financial Planning

Last week, Raef Lee and John Anderson co-hosted another in our monthly webinar series. Over 1,000 advisors registered for our Next Wave of Financial Planning presentation where we outlined the results of our national survey of advisors and introduced our newest whitepaper written by Raef, Michael Kitces and I. Read today’s post for insights from the webinar and to download our comprehensive, new whitepaper.


Innovation in Financial Planning Software: eMoney Advisor Is Just the Beginning

Feb 3, 2015

What an interesting week for for financial planning: one of the most successful financial planning companies, eMoney Advisor, was acquired in a major advisor-tech deal. This highlights the main theme of today’s post: the great innovation that has been coming out of financial planning companies.

In today’s post, Raef Lee expands on a section of our newly-released paper co-authored with Michael Kitces, “The Next Wave of Financial Planning.” Read now about the ever-present state of technology innovation in financial planning. You’ll also have the opportunity to download our comprehensive whitepaper.


Advisors’ Morning Cup of Links: Blogging, De-stressing, and Getting Feedback

Jan 29, 2015

Roads were closed on Monday night, flights were cancelled, and everybody braced for the huge snowstorm that never came to Philadelphia. All the dire predictions of 5-20 inches of snow failed to materialize. And if it was up to John Anderson, he doesn’t mind one bit. He was able to spend the day sitting by a fire and catching up on some long-needed reading.

Find out what John thought was newsworthy in today’s “Cup of Links” blog post.




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