Going Fee-Based: The Why and How

A few weeks ago, I co-hosted a webinar with Chris Rice, SEI’s Managing Director of Business Transition Services.  Our topic, “The Why and How of Switching to a Fee-based Practice,” […]

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Feedback Wanted as We Enter Our “Terrible Twos”

Two Years, Two Minutes of Your Time   April 13th came and went without much (actually any) fanfare. No cards, calls or even a slap on the back as our […]

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4 Ways to Make Your Client Meetings Memorable

Neither Hollywood nor Broadway called after viewing my acting skills on our recent video webinars “Sales and Onboarding” and “Continuous Client Service”. I did, however, get a number of emails […]

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Your Morning Cup of Links: Building Trust, Being a Joiner, Succeeding at Succession and More

May 21, 2013

I love to share the latest practice management articles, tips and trends in our industry with our readers. However, this week, there’s also been a lot of difficult news. On […]

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Fee-based: You Can Get There From Here

May 16, 2013

Since 1995, I have spent a great deal of my time trying to convince advisors that transitioning a book of business from a primarily commission-based model to a fee-based model […]

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Is It Time to Reboot Your Approach to Clients and Prospects?

Last week, I presented to a fairly large group of successful advisors at the annual SEI Strategic Advisor Council meeting. One of the points I discussed was “the coming intergenerational […]

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Styling and Risk Profiling: Time for a New Approach

With the markets near all-time highs, it seems that risk and client behavior are    being discussed more in the media and by advisors — and with good reason. While […]

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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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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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