Browsing articles in "Practice Management"

How Advisors Can Make Time to Take Time Off

Baseball player Earl Wilson famously said, “A vacation is what you take when you can no longer take what you’ve been taking.”
But I recently came across a disturbing statistic: according [...]

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Continuous Client Service – It’s Time to Differentiate Yourself

Apr 29, 2013

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 [...]

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Sales & Onboarding – Are You Ready to Dive In?

Mar 25, 2013

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 [...]

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Your Living, Breathing Brand.

Jun 19, 2012

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 – [...]

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Set Yourself Apart by Walking Out.

Jun 12, 2012

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 [...]

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What T-Ball Can Teach Us About Running a Successful Advisory Practice

The t-ball season is about to come to an end for my youngest son and it can’t come fast enough for his coach (me). This year’s squad of five year [...]

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Your Morning Cup of Links: Or, How I Spent My Memorial Day

May 31, 2012

This past Memorial Day weekend we (for once) didn’t overcommit ourselves. I was able to spend quality time with the family and even got caught up on some my reading. [...]

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Obama / Romney 2012: Both Lose (At Tax Preparation Time)

May 24, 2012

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 [...]

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Technology: Friend, Foe, Lifesaver, Timesuck?

May 22, 2012

Full disclosure:  Back in college, I took four computer programming courses and even worked as a summer intern programming (in BASIC!) for a large financial services company. My friends ask [...]

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Referrals: Say This, Not That

May 18, 2012

The following is a guest blog post by Paul Kingsman, a professional motivational speaker and executive coach for the financial industry.
Even seasoned advisors struggle with asking for referrals. You [...]

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