Optimizing Your Investors’ Experience Is About More than Asset Allocation

Asset allocation is arguably the most important factor in deriving the variation of returns for a portfolio over time. Hundreds of hours are poured into the study and accuracy of capital market assumptions for asset classes every year, in an effort to improve the asset allocation template and provide the client a better experience.

However, a recent research study from the CEB Wealth Management Leadership Council demonstrates that investors care more about their goals and objectives than about how they achieve them. Read today’s blog to hear from SEI’s John Frownfelter on the role of asset allocation in the advisor – client relationship. He tackles common questions that he (and likely you) may get asked on fixed income and international equities and the top financial concerns shared by HNW individuals. Read and comment with your take on this important article.


2015 InvestmentNews Advisor Technology Study Highlights: Integration and Going with the (Work)Flow

Apr 7, 2015

The InvestmentNews 2015 Adviser Technology Study is out now! In today’s blog post, Raef Lee breaks down the key themes within the study and what’s important for advisors, including integration, worfkflows, cybersecurity and more.


Why It’s Foolish Not to Plan for Your Retirement Now

Mar 31, 2015

When John Anderson makes a video, it’s no joke. Sort of. Get inside John’s head as he contemplates his future – and yours.


How Building Personas Helps You Help Your Clients (And Get More of Them)

Mar 26, 2015

In today’s special video blog (“vlog”), John Anderson discusses key research from FA Insight demonstrating that standout advisory firms actually spend less on their marketing. However, in order to do so, they need to really understand their target audience, and what might appeal to them in a financial advisor. You end up with a “persona” of your ideal client.

If you build your personas well, you can literally bring your ideal clients to life (well, almost)…


Hot Button LinkedIn Topics for Financial Advisors

Mar 24, 2015

What’s right or wrong: Accepting a LinkedIn connection request from someone you don’t know on Linkedin? Making your LinkedIn connections public vs. private? Contacting someone who “Viewed your profile?”

Get your LinkedIn questions answered in today’s blog post from Amy Sitnick, Social Media Marketing Manager for the SEI Advisor Network. Take a look and comment back with your questions and comments.


One Risk Score Should Not Rule Them All (Goals, that is)

Mar 19, 2015

Is investment risk tolerance is misstated in most software and planning questionnaires? John Anderson thinks so and in today’s blog post, he pushes for modular risk tolerance questionnaires and software. He takes on this hot topic and suggests why advisors need to add a human touch to client portfolios produced from financial planning software. Read and share your experiences in our blog “comments” section.


On Rugby, St. Paddy’s Day, and Modular Financial Planning

Mar 17, 2015

Raef Lee often finds himself explaining British geography and government to his US counterparts. Who would have thought that there would be a connection to financial planning?
This St. Patrick’s Day, Englishman Raef explains how the United Kingdom and the sum of its parts is similar to full financial planning compared to modular financial planning. Read on for information on full financial planning vs. modular, as well as GenXGenY and fees.


3 Ways to Structure Your Fees – and 3 Concrete Ways to Communicate Your Value

Your clients will most likely never question how much you charge for your services if you are providing real value. There are of course a lot of ways to add value to a client relationship as well as many ways to get paid for the value you provide. Wouldn’t it be great if adding value and getting paid were aligned? Today’s blog post by John Anderson gets right to the core of this issue and presents ideas for a new fee schedule. Fees are always a hot-button topic for advisors; does today’s article address your questions about advisory fees?


Are you getting what you pay for?

Mar 10, 2015

When you’re a small business owner (financial advisor), it can be difficult to find out what your peers are doing, how they are growing, or what they are paying. Without a doubt, compensation and benchmarking are among the more frequent conversations John Anderson has with advisors. Today we introduce a guest post by Eliza DePardo from FA Insight. What to know if your compensation is in line with the market? What to know how others are providing incentive compensation? Read this article and participate in their upcoming study.


Tax Planning Academy Q&A: Roths, DAFs, and Taxable Bonds

The Advisor Tax Planning Academy was created to provide advisors the tools and advice to help differentiate themselves and assist clients. In today’s blog post, John Anderson and “Tax Doctor” Dean Mioli recap the questions asked by advisors in part one of our webinar series. You won’t want to miss this helpful Q&A with tax planning ideas to help you manage your clients tax bill. You’ll also get access to a new 2015 tax guide and tax return line item review. What questions do you have for our Tax Doctor? Comment in this post and we’ll be sure to respond.




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