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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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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