Raef Lee

Raef Lee

Raef Lee is the technology contributor for Practically Speaking and he also serves as a Managing Director for the SEI Advisor Network. He is responsible for the identification of new services and markets for the SEI Advisor Network. He defines new product offerings for advisors either by partnering with best-of-breed companies or shepherding the requirements into SEI’s development teams. In addition, Raef identifies ways for the Advisor Network’s innovative business model to be leveraged in new markets.

Want to know a little more about Raef? He loves his wine and food (probably too much), is originally from England, and enjoys being a dad to his young daughter.

Recent posts by Raef:

An Advisor Firm Gains Traction – Part 2

In part 2 of this two-parter, we asked Diversified, LLC for details about how they follow the Traction method. And how it’s strengthened and re-energized their business.

An Advisor Firm Gains Traction – Part 1

Each successful firm has a story. This one includes a solid forward-thinking founder and the three partners who built a fast-growth framework on the original solid foundation.

Insider’s Forum 2017 – Advisors’ Glasses Are Half Full AND Half Empty

Bob Veres’ Insider’s Forum 2017 had something for everyone – from cybersecurity to roboadvisors, from emerging wealth to internet-driven investing, and from mutual funds to a sure-to-be hit song, The Fiduciary Blues. (Really.)

Use Client Feedback to Drive Engagement and Growth

A well-designed client survey has the power to deepen your relationships with your clients and transform your business. Actifi’s Martha Blenkush says the effectiveness of your survey hinges on the questions you ask and what you do with the results.

Do I Need a Robo Solution?

Offering a robo solution for some of your clients can be tricky. It helps if, from the outset, you focus on the correct segment of your clients and have a clear vision of what your offer will be. Ask yourself these questions to build – or not – a robo solution into your business.

The Rise and Fall of the Robo Empire

They’ve seemingly been with us forever, but robos only came on the scene around 2008. Here are some key events from their life story thus far.

Client Portals – Many Options, Different Goals

We are at the beginning of the age of the comprehensive client portal. There are many players with numerous capabilities and goals, but the overarching goal is the same – putting investors at the center of the financial universe.

2017 Software Survey Results: Mature Software Dominate Their Categories

You may never think it’s a “good time” to upgrade your technology (relative to your revenue-generating initiatives). But it’s important to understand the different technology categories and what advisors like you think of them. Luckily, a new survey provides a thoughtful analysis of the market share and user satisfaction rates in the financial planning/investment advisor space.

T3 2017: Advisors Look to Technology for Now and Tomorrow

If attendance at the Technology Tools for Today (T3) Conference is any indication, more and more advisors want to understand the fast-moving technology of our industry. Here are my thoughts on the biggest takeaways from this year’s conference, based on conversations with attendees and vendors.

How Advisors Can Vault into Document Exchange

With one data security breach after the other making headlines, advisors should ensure that a vault solution is part of your broader client portal strategy.

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