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?
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 [...]
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 [...]
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, [...]
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 [...]
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 [...]
“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 [...]
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 [...]
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 [...]