Two Years, Two Minutes of Your Time
April 13th came and went without much (actually any) fanfare. No cards, calls or even a slap on the back as our blog, [...]
Neither Hollywood nor Broadway called after viewing my acting skills on our recent video webinars “Sales and Onboarding” and “Continuous Client Service”. I did, however, get a number of emails [...]
I love to share the latest practice management articles, tips and trends in our industry with our readers.
However, this week, there’s also been a lot of difficult news. On top [...]
Since 1995, I have spent a great deal of my time trying to convince advisors that transitioning a book of business from a primarily commission-based model to a fee-based model [...]
Last week, I presented to a fairly large group of successful advisors at the annual SEI Strategic Advisor Council meeting. One of the points I discussed was “the coming intergenerational [...]
With the markets near all-time highs, it seems that risk and client behavior are
being discussed more in the media and by advisors — and with good reason. While most [...]
It’s happening again! Today, we launched Part 2 in our End-to-End Excellence Series – Continuous Client Service – Lock in Loyalty and Build Your Business to those of you who registered [...]
The following is a guest blog post by Raef Lee, Managing Director for the SEI Advisor Network. In addition to writing tips for advisors on technology, Raef is responsible for [...]
It seems that I’m spending more time in front of the camera these days – not my favorite place to be (although my kids get a kick out of it).
The following is a guest blog post by Dan Richards, founder of ClientInsights, a leader in providing financial advisors with video-based content for their own use and for use with [...]