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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Referrals: Say This, Not That

May 18, 2012

The following is a guest blog post by Paul Kingsman, a professional motivational speaker and executive coach for the financial industry. Even seasoned advisors struggle with asking for referrals. You […]

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