Back to the Future: Kick Off 2012 Right with Tips from 2011

Today’s Cup of Links won’t take you to Investment News or Financial Planning. It won’t take you to the Wall Street Journal, either. In fact, we’re staying right here. We […]

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Happy Holidays from SEI; Ugly Sweater Winner Crowned

Well, I said I would go first. Here is a sample of some of the sweaters at for our annual Ugly Sweater Day.  For those of you who didn’t see […]

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Holiday Party Small Talk: Don’t Say You’re a Financial Advisor

Dec 20, 2011

The other night, I was dragged to another holiday party. As usual, I was surrounded by many people whom I didn’t know and each one was trying to yell over […]

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Host an Ugly Sweater Day: Keep Warm, Clean and Shredded

On Friday, we will celebrate what is fast becoming an SEI Advisor Network tradition. The annual SEI Ugly Sweater day will be held on Dec 16th (Pictures to follow, I’m […]

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Your Morning Cup of Links: Your Soothing, Failing and Wooing Ways

Dec 13, 2011

I think my blog post title would make a great country song. But I digress – in my first sentence! And that’s the thing. Our time (and attention spans) are […]

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Is Your Client Segmentation Flat?

Yesterday I got a note from Stan, a friend and someone who I truly respect.  It was obvious that he had read one of my previous posts that poked fun […]

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Don’t Just Plan to Plan: Plan for 2012 Already

Last week, I co-hosted a webinar called “Breaking Through in 2012” with the SEI Advisor Network Director of Marketing, Jerry Lezynski. (Missed it? Watch the replay.) The webinar touched on such […]

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Communicate Your Value – Or the Markets Will

Each year I get a few holiday cards from cousins, old college friends and a random ex-coworker with the traditional holiday letter outlining the grand accomplishments of their  children and […]

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Resolve to Break through in 2012

Nov 18, 2011

“Next year, I’m going to <insert resolution here>.” Who hasn’t done that? We all look ahead to a new year with the best of intentions, but it’s not often we […]

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Knowing the Drill: Setting Up Teachable Moments with Your Clients

A few weeks ago, I wrote about “Snowmageddon 2011,” our freak October snowstorm on the East Coast. Three weeks after the storm, the  Wall Street Journal noted that 830,000 people […]

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