Browsing articles in "Uncategorized"

eBook Review: Advisor Technology 2013: Driving Practice Growth Through Innovation

Jul 30, 2013

The following is a guest blog post by Raef Lee, Managing Director for the SEI Advisor Network. In addition to writing tips on technology for advisors, Raef is responsible for [...]

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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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Ugly Sweater Winner Crowned.

Dec 24, 2012

Today was our annual ugly sweater contest, and I was robbed. (Third place, are you kidding me??) I mean, take a look at the pictures below!
From our team to yours, [...]

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Checking It Twice: 12 Days of Christmas and Year-end Lists

Dec 11, 2012

Each year at this time, we are deluged with lists. SI’s Sportsman of the Year just came out. So did Barbara Walters’ most fascinating people of 2012 (I guess I’m [...]

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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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Resolve to Break through in 2012

Nov 18, 2011

“Next year, I’m going to <insert resolution here>.” Who hasn’t done that? We all look ahead to a new year with the best of intentions, but it’s not often we [...]

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There’s Snow Time Like the Present to Plan for 2012

Oct 31, 2011

Three million people without power due to the freak snowstorm on the East Coast this weekend, and as usual, the Anderson family is part of that not-so-exclusive club. Although we [...]

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Events with Payback: The Results Are In

Oct 24, 2011

It is finally here – the premiere of Events with Payback, my acting debut showcasing best practices for advisor event planning.  I hope you enjoyed watching it as much as [...]

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Advisors: Be Planners, Not Scorekeepers

I love attending advisor conferences, but I don’t like “booth time,” trinket collectors, salesmen selling their “top fund,” small talk with wholesalers who are actually looking for a new job, [...]

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