Missy Pohlig

Missy Pohlig

Missy Pohlig is the millennial contributor for Practically Speaking and also serves as Program Manager for the Solutions Team in the SEI Advisor Network, helping identify and support the delivery of practice management solutions to SEI Advisors. In addition to her involvement in the development of SEI’s ProcessWise workflow program, Missy helped launch SEI’s PathFinder Program for mergers, acquisitions, succession, and business building.

Want to know more about Missy? She’s on the board of directors for Ryan’s Case for Smiles, an avid runner and currently studying for her CFP.

Recent posts by Missy:

What Should You Charge Millennials Marg, Chip and Drew?

You’ve met millennials our Marg, Chip and Drew and you’ve used effective marketing techniques to reach them. Now for the tricky part – getting them commit to pay for your services.

Capturing the Attention of Millennials Marg, Chip and Drew: Be Relevant and Digital

Last week, we met millennials Marg, Chip and Drew. This week, we’ll discuss how you can take those 3 segments and effectively market to them in a way that addresses their needs as potential clients, as well as your needs as a business-owner, trying to maintain a profitable practice.

Segmenting the Millennial Market: Meet Marg, Chip and Drew

We recently surveyed more than 600 millennial investors. By the time you’re done reading this 4-part blog series on the results, you’ll be armed with a plan to develop marketing and service models to fit their needs, while also staying true to your firm’s business objectives.

One Millennial Compares Investing Options: How Did You Fare?

A friend of mine had some money to invest, so she decided to explore her options. Her online research tells a story that’s probably not unlike other consumers. So did she pick you?

A 3-Phased Approach to Cost-effectively Acquire Millennial Clients

The costs associated with acquiring millennial clients can be high, mostly because closing rates can be relatively low. So if you’re serious about developing a sustainable business model to serve this generation, it’s vital that you develop an effective lead and vetting process.

Entrepreneurial Financial Advisors: The Evolution of Finance

Looking for ways to avoid being disrupted by forever-changing financial regulations? Patrick Tucker, owner of True Measure Wealth Management, suggests that it’s a great time to think like an entrepreneur – shifting your mindset and evolving into a new breed of fiduciary.

Still Looking for that Young Successor? Maybe It’s You, Not Them

We’ve all seen it – the advisor who is about 10 years from retirement, starting to think about finding a potential successor. But as their quest for the “right” person drags on, time ticks away. I talked to Amy Kizer, Managing Partner with TalentLink Solutions, who has a little tough love for the advisors looking for that perfect match.

The Transition to Serving Multiple Generations: 3 Ways to Get There

Incorporating a multigenerational strategy is one way to help your firm grow. Let’s look at 3 different approaches, each requiring varying levels of commitment and change.

Advisor Skeptics, Why You Should Care About Millennials

I know there are still skeptics out there, wondering why you should bother with millennials. If you need convincing, here’s why 3 advisors are expanding their client bases.

Multi-generational Planning: How One Advisor Keeps it In the Family

If your focus is on pre- (and post-) retirees, you are probably only serving a single generation. By bridging the gap between generations with value-added services, you can develop long-lasting relationships with your clients’ entire families.

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