Bringing Home the Lombardi Trophy… To Your Practice!

The following is a guest blog post from Brian Briggs, Investment Analyst for the Investment Case and Analysis Team  – a value added service from SEI’s Practice Management Solutions. As the […]

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Great Expectations: At What Cost?

When I meet with advisory firms, one of my favorite questions is “What sets you apart in your business and your community?” I wait a second then follow up with […]

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Capturing Opportunities to Show Your Value

Jan 17, 2012

Last week, I wrote about using your end-of-year review to look at your client’s estate plans and do a beneficiary check-up. It just makes sense that once a year or […]

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Seven Questions to Ask When Reviewing Your Clients’ Estate Plans

Jan 11, 2012

2011 just ended as another challenging year. Most of us are happy to be rid of it and look forward to hopefully better things on the horizon. Although it is […]

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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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