In 2015 we published over 50 blogs from SEI contributors as well as guest columnists from around the industry. Since other advisors found these articles so valuable, we wanted to make sure that you also saw them (again!). Today we’re running our second batch of “Best of” hits on Practically Speaking.
It’s been a busy year! As we bring our year to a close, we’ve collected our top 10 blog posts. Here is part one of our two-part series, just in case you missed the great things our contributors have published.
Earlier this week in Practically Speaking, Raef Lee posted an introduction to our upcoming webinar and white paper “Advisor Fees at a Crossroads.” In today’s post, John Anderson lays out a model for change and advocates for the advantages of a modular fee structure. You’ll also hear about our upcoming whitepaper, Fees at a Crossroads and be able to register for our webinar on 1/11 highlighting our latest reseach on fee-models.
Is the decline of advisor fees inevitable? Fees are a popular topic here on Practically Speaking – and for good reason. In today’s post, Raef Lee discusses why he thinks that the industry is at a fork in the road on advisor fees. He suggests the direction that individual advisors should take is individually based their unique circumstances. Read on for more insights on advisor fees as well as access to the executive summary of our new whitepaper and register for our upcoming webinar, Fees at a Crossroads.
Whether you run a small independent advisory firm or a large institutional bank, it is difficult to know what your client really values in their relationship with you. It is also hard to know how they might like to pay fees going forward.
In today’s video blog, we tackle fees and how clients expect to be charged in the future.
It is a sad truth: advisors like to hear from other advisors more than they like to hear from us. Therefore, whenever we can persuade an advisor to share their […]
Did you know that “John Anderson” is the 6th most common name in America? It’s difficult to stand out when you have the same name and also as an advisor, in a sea of almost 300,000 other advisors! In today’s blog, John Anderson talks about the value of your personal brand and value proposition, and how these can help you stand out from the crowd.
LinkedIn is THE professional networking site favored by financial advisors. However, while most advisors have a LinkedIn profile, many aren’t sure how to use LinkedIn to cultivate referrals.
Today’s blog post with Amy Sitnick and featuring training specialist Todd Greider, discusses how you can use your network of connections online to develop relationships and get introductions to qualified prospects.
Read the post and give their suggestions a test. Do these networking tips help you utilize LinkedIn more effectively?
Happy Thanksgiving from Practically Speaking. All of us are thankful for the opportunity to engage with and hear from advisors all around the country (and frankly the world). We treasure the relationships and the ability to share ideas and strategies. This week we wanted to share a few stories from advisors to see what they’re thankful for this holiday season. Please enjoy and feel free to add what you are thankful in the comments section.
Do your firm’s practices feel outdated? In today’s blog post, Missy Pohlig describes her experience in working with advisory firms who have committed to investing in their people, processes and technology. Not only has this made them more productive, but also appealing to recruiting and retaining younger employees. Learn more about the benefits of workflows and how you can register for SEI’s upcoming webinar on implementing repeatable processes in your practice.