About

This blog is about you. It’s about helping financial advisors to work smarter, improve client relationships, and develop more effective marketing programs.

We understand that financial advisors wear many hats, and “practice improvement” can sometimes take a backseat to every day operations.

Penned by John Anderson, Head of Practice Management Solutions for the SEI Advisor Network, consider this blog your go-to source for tips on how to better manage your business. It will bring together the latest trends, industry research and advisor best practices.

The SEI Advisor Network maintains relationships with nearly 6,000 financial advisors across the United States and offers advisors comprehensive investment and back office outsourcing services. The third leg of our stool is SEI’s wide-ranging Practice management suite of services, including marketing and communications tools.

Stay in touch with Practically Speaking by signing up for email notifications, or an RSS feed. Also, consider sharing these posts with your friends and colleagues.

Share Button

Categories

Subscribe

Follow Us on Facebook

Recent Tweets