The Results Are In: Advisor Sentiment Quick Poll

Dec 20, 2012

At the end of each year, we ask you – our advisor clients and prospects – for your perspectives on the economy. How was your year? What’s on the mind […]

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Shorts: Holiday Parties and What Not to Say (or Wear)

Dec 13, 2012

“Shorts” is a newer feature on Practically Speaking, featuring posts that I thought were important, but didn’t warrant a full article. *************** It is that time of year again. One […]

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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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Which Is a Better Investment: You or Powerball?

Last week, there was a lot of hype and news coverage about the large Powerball drawing. Personally, I have been keeping a low profile the last few days, as I […]

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What Fiscal Cliff Scenario Are You Planning For?

Nov 29, 2012

I think it was Nick Murray who called them lifeboat drills. He suggested calling your clients in good times to prepare them for the inevitable downturns in the markets. By […]

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Your Morning Cup of Links: Thanks for Reading!

Nov 20, 2012

I’d like to take this opportunity to thank each of you for reading this blog, and for providing your candid feedback. I enjoy sharing my experiences and insights with you, […]

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Kick-Start Your 2013 Business Planning

Nov 15, 2012

As we close out November, I would bet that most of you could do a great job of estimating how your 2012 will shake out. I would also bet that […]

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How a Little Online Prep Work Can Go a Long Way

Yesterday, I had a scheduled conference call with a newer client of ours at SEI.  The advisor, his staff, and I spent about 45 minutes discussing client segmentation, marketing and […]

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Shorts: A book, a sweater, a picture, and a war room

“Shorts” is a new feature on Practically Speaking. I wanted to put out some posts that I thought were important, but didn’t warrant a full article. I was going to […]

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The Real “FrankenStorm” Is Coming (And I Don’t Mean the Rain)

Oct 29, 2012

All weekend long, all the news could talk about was the big storm coming. In case you don’t live on the East Coast (or you turned off your TV to avoid […]

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