Two Ways to Read an Advisor/Adviser Technology Study

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

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Take a Continuous Approach to Client Service and Lock in Loyalty!

Apr 23, 2013

It seems that I’m spending more time in front of the camera these days – not my favorite place to be (although my kids get a kick out of it). […]

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Landing Clients Is Like Dating – and Seven Other New Rules for Adding Clients

Apr 18, 2013

The following is a guest blog post by Dan Richards, founder of ClientInsights, a leader in providing financial advisors with video-based content for their own use and for use with […]

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Shorts: Trip or Vacation, Benchmarking, and Continuous Client Service

Apr 16, 2013

BLOG POST UPDATED: 11 a.m. Tuesday, April 17: Corrected the registration link to the Continuous Client Service Video “Shorts” is a newer feature on Practically Speaking, featuring posts that I […]

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Don’t Believe the Hype: Your Book of Business Doesn’t Lie

As you can probably guess, I read quite a bit. I spend most of my time on airplanes and other down times reading financial publications, research reports, and various newsletters. […]

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Why Risk Tolerance Is Critical to Your Practice

The following is the first guest blog post in a two-part series by Tyler D. Nunnally, a specialist in behavioral finance and risk tolerance. He is a marketing consultant to FinaMetrica and Founder and […]

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Your Morning “Basket full” of Links: “Networthing” and Networking, Plus Some Really Scary Easter Bunnies

Mar 29, 2013

I love spring. The days are longer, the flowers and trees are coming back to life, and it’s warm enough that I can jog outside. My kids, on the other […]

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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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Advisors: Do You Treat Your COIs Like Your Best Clients?

Mar 19, 2013

With just about a month before we have to file our 2012 taxes (or in my case, the 2012 extension), many of your best centers of influence (COIs) are at […]

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Onboarding USA?

Mar 14, 2013

Check out the teaser for our newest video, Sales & Onboarding – Your Last Chance to Make a Good First Impression: It’s the first in a two-part video series called End-to-End Excellence […]

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