Math Is Hard (Getting Bigger by Getting Smaller, Part 2)

Mar 12, 2013

A few weeks ago, I wrote about an advisor’s desire to create a business from a practice. From the comments in LinkedIn groups and the emails I received, it seems […]

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FutureWealthy Technology – Checking the Box, Not Innovating

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

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Why Advisors Should Be Talking Taxes All Year Long

You see it on the news every April 15th (I think it will be April 18th this year) — late filers driving to the post office just before closing to […]

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Stats 101: Why Financial Advisors (You!) Need to Use LinkedIn

Feb 28, 2013

The following is a guest blog post by Amy Sitnick, Social Media Marketing Manager for the SEI Advisor Network. In addition to writing tips for advisors on maximizing their exposure on social networks, […]

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Making Your Advisory Firm Indispensable

Feb 26, 2013

If you are a regular reader of this blog (thanks!), you will no doubt realize that there are a few themes that I touch on a little more often than […]

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Advisors: Get Bigger by Getting Smaller

Feb 21, 2013

I’ve said in the past that most of my ideas for Practically Speaking come directly from conversations with your peers. I love learning about what is working and what is […]

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Seven Secrets for Deciphering the New Tax Code

Feb 19, 2013

The American Taxpayer Relief Act of 2012 created both new tax thresholds and tax brackets, redefining what it means to be “wealthy.”  Questions and uncertainty remain in this post-crisis environment, […]

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Referrals: It’s Not Them, It’s You

Feb 14, 2013

Today’s post won’t be found on Practically Speaking. You can find “Referrals: it’s not them, it’s you” in the InvestmentNews Practice Management newsletter. After you jump over to the Investment […]

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Your Morning Cup of Links: In the Advisor / Client Relationship, the Client Is King

Feb 12, 2013

I’ve found three interesting articles to share with you that discuss the pros and cons of working with Centers of Influence, client segmentation, and what it really takes for financial […]

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Advisor Succession Planning — The “Next Gen” Way

Most of us have been inundated with emails, webinars and news stories about Advisor Succession Planning. We know it is important, we know we need to do it and we […]

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