Happy Thanksgiving from Practically Speaking. All of us are thankful for the opportunity to engage with and hear from advisors all around the country (and frankly the world). We treasure the relationships and the ability to share ideas and strategies. This week we wanted to share a few stories from advisors to see what they’re thankful for this holiday season. Please enjoy and feel free to add what you are thankful in the comments section.
Do your firm’s practices feel outdated? In today’s blog post, Missy Pohlig describes her experience in working with advisory firms who have committed to investing in their people, processes and technology. Not only has this made them more productive, but also appealing to recruiting and retaining younger employees. Learn more about the benefits of workflows and how you can register for SEI’s upcoming webinar on implementing repeatable processes in your practice.
As advisors, we know that planning for the inevitable is our job description. We talk about retirement and estate planning for clients, but what about a client’s digital assets? If we are doing our job right, we also have to help organize digital property and assets so that when someone passes, the family, business partners and, in some cases, trusted advisors have access to the client’s digital life.
Today’s blog post by John Anderson discusses seven ways to help your clients organize their digital assets.
Do you use a fitness tracker – a Fitbit, Jawbone UP, or the current ultimate piece of bling, the Apple Watch? I’ve noticed a couple of ways that people use […]
Have you asked yourself: “What type of client do I work best with? John Anderson frequently writes about communicating an advisor’s value, finding your niche and value propositions.
In today’s blog post, John shares experiences from recent conference attendance as well as links to recent helpful posts to help you market more effectively.
Today’s it’s essential to have an online presence for you and your business. This is especially true if you want to appeal to millennials, the only generation to have grown up with technology as “digital natives.”
Want to make sure that you and your firm aren’t “invisible” online? Here’s five steps from Missy Pohlig to make your online presence streamlined and impactful.
Events can be a great way to help enhance relationships with current clients, position yourself in front of qualified prospects, and build important mutually beneficial relationships with Centers of Influence (COIs). After all, filling your “events funnel” will inevitably lead to a spillover into your “referral funnel” and “public relations funnel.”
For a host of event planning ideas, read today’s guest blog post from Marie Swift – industry expert on planning events for financial advisors and get access to SEI’s new event planning toolkit.
If you’re following the candidates running for president next year, there’s a lot you can learn this election cycle about incorporating social media into your marketing mix.
Walk through seven social media benefits used by major campaigns in today’s blog post from Amy Sitnick.
Debate season is in full-swing, and with it, candidates are perfecting their pitches and “selling themselves” to get the public to trust, believe and vote for them.
Have you ever really considered what to do, and what not to do, when selling yourself to clients and prospects?
Watch (and read) my presidential video blog post for the five basic rules candidates (and advisors) should abide by. I’m John Anderson, and I approve this message.
Despite the challenges from abroad with China struggling to maintain economic growth and various European nations struggling to create economic growth, the U. S. economy is still showing positive results, thanks to strong corporate and consumer balance sheets. And yet, concerns about the U. S. national debt and deficit continue to be recurring themes among both investors and advisors.
People often confuse the terms “debt” and “deficit.” Today’s timely blog by John Frownfelter clarifies the difference by walking you through several exhibits and breaks down what this all means for investors. Check it out and let us know – what questions are you hearing form investors?