Referrals: Why (or Why Not) Ask Why?

Jul 10, 2012

When two people offer differing opinions, it can be good for everyone. In the case of referrals, it can be great. Any opportunity to get more prospective clients in the […]

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Your Morning Cup of Links: Summer Practice Management Reading List for Advisors

Do you work out while on vacation? As much as I hate running or going to the gym, it’s important to stick to a schedule when you’re hitting the beach […]

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Referrals (Or, How I Got Someone’s Uncle Fired)

Most advisors will tell you that they get a majority of new business from referrals. Most will also tell you that they do an extremely poor job of asking for […]

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Using Technology to Enhance Relationships

Jun 21, 2012

A few weeks ago, I spoke about my computer programming days (read about my geek status) and technology use within the office. There’s more to this story — and that’s […]

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Your Living, Breathing Brand.

Jun 19, 2012

You might notice that Practically Speaking looks a little different today . This change reflects SEI’s  recent update to the look and feel of its web properties and materials – […]

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Set Yourself Apart by Walking Out.

Jun 12, 2012

Last week, I spoke at a Broker-Dealer conference. I really enjoy attending these meetings and, by all accounts, so do most advisors. These conferences have the potential for great networking […]

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What T-Ball Can Teach Us About Running a Successful Advisory Practice

The t-ball season is about to come to an end for my youngest son and it can’t come fast enough for his coach (me). This year’s squad of five year […]

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Your Morning Cup of Links: Or, How I Spent My Memorial Day

May 31, 2012

This past Memorial Day weekend we (for once) didn’t overcommit ourselves. I was able to spend quality time with the family and even got caught up on some my reading. […]

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Obama / Romney 2012: Both Lose (At Tax Preparation Time)

May 24, 2012

I was taught long ago that I should never discuss politics or religion in an open forum, so this post is still about growth, being a better advisor, and creating […]

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Technology: Friend, Foe, Lifesaver, Timesuck?

May 22, 2012

Full disclosure:  Back in college, I took four computer programming courses and even worked as a summer intern programming (in BASIC!) for a large financial services company. My friends ask […]

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