6 Ways Your Business Model Can Speak To Millennials

Apr 23, 2015

If you’re thinking about attracting younger clients, it’s important to consider ways to attract younger planners.

For ways to evolve your business model, read today’s blog post from John Anderson.


The Sustainable Advisor Business: Your Questions Answered

Apr 21, 2015

We recently held a webinar on building a sustainable advisor business. Brad Bueermann, the CEO of FP Transitions, guided us through topics such as the growing stages of a business and an advisor, the different values of the business at different stages, among others.

In today’s blog post, Raef Lee answers the questions answered on webinar, since they tell their own sustainable business stories. Take a read and weigh in with your own questions. We’ll answer them here for everyone to learn from.


4 Ways Advisors Can Grow By Stepping Out of Their Comfort Zones

Apr 16, 2015

If you are a regular reader to Practically Speaking, you may have noticed that John Anderson’s last two posts started a little differently (both included video introductions, instead of just an opening paragraph).

Most of us get comfortable doing the same things over and over again, especially when it comes to marketing. Read today’s blog for four new ways you can step outside of your comfort zone and start growing your business.


My Story: The Transfer of an Advisory Business to a Millennial

Apr 14, 2015

Today is an exciting day for us at Practically Speaking central: we have our inaugural post from a financial advisor.

We are currently spending time with millennial advisors, as they are often the early adopters of new technology and new business models. Today Raef Lee introduces you to Kyle Mast of Clarity Financial, LLC who will tell you the story of how he was brought into an advisor firm. Normally you hear this from the viewpoint of the ‘Seasoned Advisor’; the story sounds very different from the side of the ‘Millennial Advisor’. Read and share your tips for other advisors on today’s blog.


Optimizing Your Investors’ Experience Is About More than Asset Allocation

Asset allocation is arguably the most important factor in deriving the variation of returns for a portfolio over time. Hundreds of hours are poured into the study and accuracy of capital market assumptions for asset classes every year, in an effort to improve the asset allocation template and provide the client a better experience.

However, a recent research study from the CEB Wealth Management Leadership Council demonstrates that investors care more about their goals and objectives than about how they achieve them. Read today’s blog to hear from SEI’s John Frownfelter on the role of asset allocation in the advisor – client relationship. He tackles common questions that he (and likely you) may get asked on fixed income and international equities and the top financial concerns shared by HNW individuals. Read and comment with your take on this important article.


2015 InvestmentNews Advisor Technology Study Highlights: Integration and Going with the (Work)Flow

Apr 7, 2015

The InvestmentNews 2015 Adviser Technology Study is out now! In today’s blog post, Raef Lee breaks down the key themes within the study and what’s important for advisors, including integration, worfkflows, cybersecurity and more.


Why It’s Foolish Not to Plan for Your Retirement Now

Mar 31, 2015

When John Anderson makes a video, it’s no joke. Sort of. Get inside John’s head as he contemplates his future – and yours.


How Building Personas Helps You Help Your Clients (And Get More of Them)

Mar 26, 2015

In today’s special video blog (“vlog”), John Anderson discusses key research from FA Insight demonstrating that standout advisory firms actually spend less on their marketing. However, in order to do so, they need to really understand their target audience, and what might appeal to them in a financial advisor. You end up with a “persona” of your ideal client.

If you build your personas well, you can literally bring your ideal clients to life (well, almost)…


Hot Button LinkedIn Topics for Financial Advisors

Mar 24, 2015

What’s right or wrong: Accepting a LinkedIn connection request from someone you don’t know on Linkedin? Making your LinkedIn connections public vs. private? Contacting someone who “Viewed your profile?”

Get your LinkedIn questions answered in today’s blog post from Amy Sitnick, Social Media Marketing Manager for the SEI Advisor Network. Take a look and comment back with your questions and comments.


One Risk Score Should Not Rule Them All (Goals, that is)

Mar 19, 2015

Is investment risk tolerance is misstated in most software and planning questionnaires? John Anderson thinks so and in today’s blog post, he pushes for modular risk tolerance questionnaires and software. He takes on this hot topic and suggests why advisors need to add a human touch to client portfolios produced from financial planning software. Read and share your experiences in our blog “comments” section.




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