Another day, another survey (2, in fact) that shows advisors are worried about growth. And you should be – especially if you’re pursuing the same clients with the same message as every other advisor. Why should they pick you?
To quote Rob Base and DJ E-Z Rock, “It takes two to make a thing go right.” If you’re working solely with one spouse, you may be alienating the other. In today’s guest blog post, Jill Knittel explains how you can encourage both spouses to participate in the financial planning process, as well as potentially carve out a niche for those spouses who find themselves suddenly single.
If your clients don’t understand your value, it might be hard to substantiate your fees. Raef Lee burrows into the details of our latest advisor fee research to help you determine the model that works best for you.
If your #bookofbusiness isn’t growing like it used to, maybe you should try harnessing the intrapreneurial spirit of your junior advisors. Missy Pohlig shares one advisor’s story.
It’s happening again! Today, we launched Part 2 in our End-to-End Excellence Series – Continuous Client Service – Lock in Loyalty and Build Your Business to those of you who registered […]
I hope so. Today, we launched the long-awaited premiere of Sales & Onboarding – Your Last Chance to Make a Good First Impression to those of you who registered to […]
You might notice that Practically Speaking looks a little different today . This change reflects SEI’s recent update to the look and feel of its web properties and materials – […]
Last week, I spoke at a Broker-Dealer conference. I really enjoy attending these meetings and, by all accounts, so do most advisors. These conferences have the potential for great networking […]
I was taught long ago that I should never discuss politics or religion in an open forum, so this post is still about growth, being a better advisor, and creating […]
2012 could possibly be the single best year you’ve ever seen for your business. Markets, while still volatile, are up year-to-date, the economy appears to be coming back (albeit slower than many of […]