Browsing articles in "Uncategorized"

Intrapreneurship: A Young Advisor’s Pitch to A Traditional Advisory Firm

Jan 14, 2016

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.


Market Minute Video – July 17, 2015

Jul 17, 2015

A cupcake ATM? For those of you with a sweet tooth, this is likely wonderful news.  But at $4.25 for a people cupcake, or $5 for two doggie cupcakes, this […]


How Advisors Can Ride the Next Wave of Financial Planning

In today’s blog post, John Anderson celebrates his 20 year anniversary at SEI. John takes a look back at our constantly changing business and explains why there has never been a better time for advisors to ensure that planning and advice are key parts of their offering. Hear why he’s excited about the future of advice and how advisors are creating businesses that are incorporating new technologies and addressing the needs of changing consumers. Details are also included for his upcoming webinar on January 26th with Raef Lee, The Next Wave of Financial Planning: How to compete in an endlessly changing advice marketplace.


What is important to your clients? They want you to know

Jul 23, 2014

For a quite some time now, I have been preaching the benefits of client segmentation – not by what is important to you but what is important to the client! Think about it, just because two clients have the same amount of money or generate the same amount of revenue to your firm does it mean they have anything else in common?


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 […]


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 […]


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 […]


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 […]


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 […]


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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