Being Thankful

Nov 25, 2014

Our Practically Speaking blog posts usually go out on Tuesday and Thursday. (In my case, that means scrambling to meet a deadline for editing and compliance the day before.) As Thursday is Thanksgiving, we decided to post just one post this week and I’ve asked each of our regular SEI contributors to discuss what they are thankful for this year. Check out today’s blog post to hear from everyone. Happy Thanksgiving!


How to Transition More of Your Book to Fee-Based

Nov 20, 2014

If you are one of those almost 70% of advisors that have some advice-based business but are looking to transition more of your book, read John Anderson’s blog post and get access to our most recent webinar toolkit. You’ll find the steps necessary to really transform your business. It won’t be just the why… it will be the “how.”


Holiday Do’s and Don’ts for Advisors on Social Media

Nov 18, 2014

Social media is a way to humanize your company. And the holidays, even the latest hair-raising trend of “Movember,” give you an opportunity to do just that. Read today’s blog post by Amy Sitnick for social media holiday do’s and don’ts so you’re prepared to market your practice all the way into 2015.


Advisors: Are Your Newsletters Missing a Key Ingredient?

Nov 13, 2014

If you want to communicate to your clients (and maybe some prospects), it is worth doing right. Do you want your emails and/or newsletters to be immediately trashed, or do you want them to add value to your client relationships? If you make it personal, they will want to hear from you. Find out how you can make your communications have an impact with investors in today’s blog post from John Anderson.


3 Characteristics Veterans and Advisors Share

Veterans Day is a deeply personal holiday for me. I was raised in a small, rural town and enlisted in the United States Army when I was 17 to give back for the freedoms we enjoy in our great nation. There were a variety of influences in my life that drove the decision..


Is Your Plan Focused on the Right Indicators?

As you think about planning for 2015 think about ask yourself, do I want sustainable growth or growth for growth’s sake? In today’s blog post, John Anderson highlights SEI’s recent webinar with co-sponsor, FA Insight, and insights from their research study, Growth by Design.


5 Critical Marketing Questions Financial Advisors Must Ask Themselves

One of the greatest things about my job is “playing the outsider” when I talk to advisors. I try to look at marketing, value propositions or , materials with a detached view, trying to point out what a client or prospect may see. Often, we get too married to our own ideas, preventing us from seeing how we are really perceived. I thought that today’s guest blog post did a great job asking advisors to objectively look at their marketing and asked some difficult, yet important questions. Take a read of “5 Critical Marketing Questions Financial Advisors Must Ask Themselves.”


4 Ways Advisors Can Show Clients They’re in it for the Long Haul

Oct 30, 2014

We all could eat healthier, exercise more and develop a better work/life balance. For the independent advisor, I think it is even more critical to build a better business and strengthen client relationships. When a client hires you as their advisor, it’s with the intention that the relationship will last a very long time. Clients won’t refer friends and family to someone they don’t think will be around for the long haul. Read today’s blog by John Anderson for four tips to keep you, your family and your clients balanced and happy.


5 Social Media Stepping Stones for Advisors

Oct 28, 2014

Are you a social media newbie? Want to try your hand at marketing online, but not sure where to start? Read today’s blog post by Amy Sitnick, Senior Marketing Manager at SEI, for the “5 Social Media Stepping Stones for Advisors.” Remember – social media is just another way to communicate wtih clients and prospects.


Upcoming Webinar: New Insights from Growth by Design

Oct 23, 2014

I was very excited two weeks ago when the 2014 FAInsight Study of Advisory Firms: “Growth by Design” arrived on my desk. The study, completed every two years, is always one of my go-to documents that helps me understand how successful advisors are growing and more importantly what the standout firms- the top third– are doing differently than the average firms. On Monday, October 27, I’m hosting a webinar with Dan Inveen, Principal and Director of Research for FAInsight. Together we will discuss the study and provide answers to the questions above and many more.




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