Client Surveys Are Dead; Long Live Client Preference Questionnaires!

Sometimes, seemingly random, unrelated things come together in a way that sparks an idea for this blog. Three separate events in the last 24 hours got me thinking about how […]

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Is a Relationship Worth a Thousand Relationships?

Jul 26, 2012

Showing your clients/prospects how you’re working for them can build rapport – and business Many of our readers are independent financial advisors working in smaller offices around the country (and […]

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Register Now: SEI’s “Go Social” Webinar on July 30th

Jul 19, 2012

Has the explosion of social media left you feeling disconnected and out of touch? I’ve written several posts about social media – why you should consider enhancing your online profiles, […]

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Computer Says “Yes” to Gen X and Gen Y

A few weeks ago, I read an interesting article in Investment News entitled “Are younger clients worth it? Computer says no.”  The article referenced a PriceMetrix study that showed a number […]

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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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