5 Things the Presidential Debates Can Teach Advisors [VIDEO]

Oct 29, 2015

Debate season is in full-swing, and with it, candidates are perfecting their pitches and “selling themselves” to get the public to trust, believe and vote for them.

Have you ever really considered what to do, and what not to do, when selling yourself to clients and prospects?

Watch (and read) my presidential video blog post for the five basic rules candidates (and advisors) should abide by. I’m John Anderson, and I approve this message.


Deficit vs. Debt: A Cheat Sheet

Despite the challenges from abroad with China struggling to maintain economic growth and various European nations struggling to create economic growth, the U. S. economy is still showing positive results, thanks to strong corporate and consumer balance sheets. And yet, concerns about the U. S. national debt and deficit continue to be recurring themes among both investors and advisors.

People often confuse the terms “debt” and “deficit.” Today’s timely blog by John Frownfelter clarifies the difference by walking you through several exhibits and breaks down what this all means for investors. Check it out and let us know – what questions are you hearing form investors?


How Advisors Can Win Business Through Events [Webinar]

Oct 22, 2015

As you start your business and marketing planning for 2016, we hope you will start to consider a marketing investment in your business. For many, events can be a great way to get started growing.

SEI is hosting a webinar with advisor Taylor Ranker and industry expert, Marie Swift to give advisors all kinds of event planning ideas. You won’t want to miss it!


Video Conferencing for Advisors: The New Normal

Oct 20, 2015

If you are not using video conferencing to interact with your clients, you should.

Today’s blog post by Raef Lee will discuss when to use video conferencing, what the landscape of video conferencing vendors looks like and even provide you with a checklist for how to get started with video conferencing.


Hey, 23-Year-Old Self: I Have 4 Lessons for You

As John Anderson celebrates his birthday and 30th year in the financial services business, he looks back, reflecting on his journey and lessons learned along the way. Find out now what John would tell his 23-year-old self.

Do you agree with conclusions he’s reached? What advice do you have for advisors of all ages to help them succeed?


Why a Niche Approach to Millennials Matters

Oct 13, 2015

We’re in the midst of what I would call “millennial mayhem” – tons of articles and research about this demographic are being published every day. And I commonly find myself […]


Getting Ready (Really) for CRM in Your Practice

Oct 8, 2015

In today’s guest blog post, Raef Lee introduces Blane Warrene of strategic partner: QuonWarrene. Blane discusses the difficult topic of how an advisor firm should approach identifying and implementing a new CRM.

Check it out and weigh in with your CRM experiences and questions.


Hear Me Roar: 10 Ways Female Advisors Can Build Their Brand and Business

Oct 6, 2015

Despite women controlling 80% of all purchasing decisions, only one quarter of financial advisors are women. However, the financial advisory profession is one truly suited to women’s innate abilities to be empathizers and relationship builders.

In today’s blog post, Amy Sitnick provides ten ways women advisors can thrive and succeed through marketing.


Thriving on Tech: An Interview with Advisors Mike Ptaszenski, CFP® and Steve Erfle, CFP®

We’ve been writing a lot about incorporating technology into advisory practices. Today, we are going to do something different. Instead of sharing our thoughts and experiences around advisor technology, John Anderson interviews two advisors who are walking the walk. Mike Ptaszenski, CFP® and Steve Erfle, CFP® are the co-founders of Thrive Wealth Management in Audubon, PA.

Read today’s blog for ways this advisory firm is using technology to communicate and service clients.


Failure to Launch: Why the FOMC Didn’t Raise Rates

Just recently, the Federal Reserve (the Fed) concluded another routine two day Federal Open Market Committee (FOMC) meeting (meetings are about every eight weeks) where they decided, once again, to keep the Federal Fund Rate at nearly zero. This time, they cited “recent global economic and financial developments” as the reason for standing still.

But what is the federal funds rate and how did it get so low? Find out in today’s blog post from John Frownfelter. You’ll also hear good reminders to tell clients who want to take action when the market is volatile.




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