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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Beam Me Up to Enterprise Value

Oct 25, 2012

A few months back while writing a post about technology, I proudly proclaimed that my geek flag flies often around the office and among my friends. I was fascinated when […]

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Seven Ways to Make Your Offsite Meeting More Successful

Oct 18, 2012

Earlier this week, I was holed up in Hershey, PA with SEI senior executives, unit leaders, and managers in an offsite meeting focused around growth and efficiencies within our company. […]

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Getting into the Mind of Today’s Affluent

The following is a guest blog post by Matt Oechsli, President of the Oechsli Institute, and one of the leading authorities regarding marketing, selling, servicing and developing loyalty with affluent […]

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Don’t Blow Your Raise: Grow With It

As we begin the fourth quarter, many advisors that I meet with are starting their planning for 2013. (If you are not at least thinking about it, you should get […]

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Growing Pains: Two Important Segmentation Lessons

Webinar highlights “growth-at-risk” segmentation I hope you had an opportunity to listen to our webinar last week entitled, “Myths about Growth: The Truth Exposed.” Our webinar featured Dan Inveen from FA […]

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Your Morning Cup of Links: Advisor Websites, Referrals and Clouds

Sep 27, 2012

Thanks to all who participated in the webinar last week with Dan Inveen from FAInsights. Dan and I had a great conversation on the webinar regarding their newest survey “Growth […]

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