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 […]
Last month, I wrote a post called What Side of the Ledger Are You On? which covered the latest PriceMetrix study on the State of Retail Wealth Management and the […]
Last year, we conducted a poll asking advisors: “What source do you most value when learning about industry best practices around growth and other objectives?” More than 91% said “Our […]