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:

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.

File This Under “Important”: Advisors Need Document Management

Document management may not be the most exciting subject, but its impact on your advisory firm can be profound. To help you make the right choice for your firm, Mark Nahlovsky of ActiFi and I have created an overview of today’s document management market.

Virtual Advisors: The Robo Threat is Real

You’ve heard me say before that robos are good for advisors. The advice pie has become bigger and the players either have new or bigger slices. It’s been sunbeams and rainbows all around – until now.

It’s Just a (Budgeting) Phase: Helping Clients with Expense Management

There’s technology available to help your clients through whichever budgeting phase they happen to be in. Some may put you front and center; others may have you playing a consultative role (and showing off some cool tech). But advisors should understand all the different models, even if you don’t have an active role in the implementation.

The Drive to Digital: Make it a Road Well Traveled

Your clients want it. You might be resisting it. But if you don’t think smart technologies are going to differentiate you from your competition in the future, you haven’t been paying attention.

Outsourcing or Not: How You Spend Your Time

Growing an advisory business is no small task. And any time you spend NOT doing that, is time that you may not be investing in the wisest way possible.

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