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:

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.

Budgeting: Don’t Avoid it, Tailor it to Your Client

Budgeting – it’s a cringe-inducing word, no matter how old you are. But advisors can play an important role in your clients’ decision-making process, if you incorporate it into your financial planning process. The key is applying the most appropriate budgeting process to fit your client’s financial life stage.

Preparing for What’s Next with the Rapidly Evolving Investor

Here’s the good news: core investor values and attitudes have not changed. But investor behaviors have started to shift pretty dramatically. How can advisors prepare for the rapidly evolving investor?

Not Your Father’s Financial Planning Conference: What I Learned at XYPN16

I’m a big fan of XY Planning Network’s #XYPN16 Conference. Not only do I get the opportunity to speak to advisors, but it’s great place to challenge my assumptions. This year, I have 3 key takeaways that may have you rethinking certain aspects of planning (practice management, modular and education).

4 Ways Advisors Can Retain Young Employees (from Someone Who Was Retained)

Millennials are notorious for jumping from job to job. Keep your best millennial employees – who could be the future of your business – by giving them compelling reasons to stay. (And this might surprise you, but I’m not talking about perks.)

Breaking the Mold: How Millennials Have Altered the Investor Life Cycle

We all know the traditional investor life cycle – growth, stability and distribution. But for the new generation of investor saddled with debt, this outdated model just doesn’t cut it. How are investors supposed to grow their assets when they’re sitting in a net negative position today?

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