Advisors: Are You Compensating Your Staff Correctly?

Jan 22, 2015

Since it’s still January, it is a great time to have the compensation conversation with your staff. Why not start the year off right?

In today’s blog post, John Anderson tackles this much-talked about topic and offers four starting points for thinking about your employee’s compensation this year. Read for resources you can turn to in order to find out if your firm salaries are in line with your peers.


The Future of Financial Planning – An Interview with Jon Stein, Betterment

Jan 20, 2015

Today’s blog post by Raef Lee is the next in a series of interviews with the CEOs of financial planning software providers. Find out why Jon Stein, CEO of Betterment, embraces the “robo-advisor” moniker and why he’s an in-demand presenter at conferences in this engaging Q&A article.


De-Cluttering Your Advisor Practice: Clean Up and Make Room for Your Business To Grow

People look at clutter in different ways. Some look at messy desks or offices, but we’ve seen spotless offices that still have clutter issues. John Anderson always looks at the advisor’s book. In today’s blog post, John talks about the importance of having a clear strategic vision and removing business clutter. Read and comment – how do you avoid clutter in your practice – both in your office and your accounts?


Social Media Trends Financial Advisors Need to Know in 2015

Jan 13, 2015

Technology is all around us and invading every aspect of our lives beyond just our mobile phones. This was apparent last week at the Consumer Electronics Show. The main theme there? Technology everywhere. Refrigerators, shoes, and more are becoming smarter. Let’s face it. Social media is no longer the next big thing. It’s here, it’s how we communicate with each other and it’s continuing to evolve.

So what’s new with social media? SEI’s Amy Sitnick looks at the changes and trends with the social media sites you use most in today’s article, “Social Media Trends Financial Advisors Need to Know in 2015.”


How Advisors Can Ride the Next Wave of Financial Planning

In today’s blog post, John Anderson celebrates his 20 year anniversary at SEI. John takes a look back at our constantly changing business and explains why there has never been a better time for advisors to ensure that planning and advice are key parts of their offering. Hear why he’s excited about the future of advice and how advisors are creating businesses that are incorporating new technologies and addressing the needs of changing consumers. Details are also included for his upcoming webinar on January 26th with Raef Lee, The Next Wave of Financial Planning: How to compete in an endlessly changing advice marketplace.


Advisors: Prepare Now for the Coming Money Market Reform

In the financial world, money market funds have become synonymous with cash. However, money market funds are not FDIC insured and can lose money. In an effort to help protect the broader financial system, the SEC adopted amendments to the rules that govern money market mutual funds by protecting them from destabilizing runs during crisis events like 2008. Today’s blog post is the first in an ongoing series by John Frownfelter, and aims to keep you informed about the upcoming money market reform, so that so you can educate and set appropriate expectations with clients.


Advisors: What Are Your Anti-New Years Resolutions?

Dec 30, 2014

Next week you are certain to see all sorts of articles, blog posts and press releases discussing business New Year’s resolutions. And just like personal resolutions, most will be broken before the end of the month. In fact, I don’t know if there is some official statistic, but I would bet that 90% of these far-fetched resolutions are broken within the first 30 days.

This year, I decided to do ANTI-resolutions. Check out today’s blog post for my personal anti-New Years Resolutions as well as anti-resolutions for financial advisor practices.

And don’t forget to join the conversation and send me your ANTI-resolutions by commenting on the blog or by tweeting me @AntiAdvisorResolution. Happy New Year!


SEI Advisor Network Ugly Sweater Contest, Year 3 – Denied!

Dec 23, 2014

Over the years I have written about simple and inexpensive clients events designed to bring out the human side of your firm. One of my favorites is the Ugly Sweater open house that many advisors use to have clients stop by their offices in their holiday finest (or worst). Last week the Advisor Network held its annual Ugly Sweater contest. And as with the previous two years, I was denied victory. Sit back, look at this year’s pictures and find out who was victorious this year in today’s blog post.


Year-end Tax Strategy Q&A with SEI’s Dean Mioli

Dec 18, 2014

Looking for help with year-end tax planning for your investment clients? Check out today’s blog post, summarizing questions posed to our own Dean Mioli, Director of Investment Planning for the SEI Advisor Network. You’ll also get access to an article on investment tax management: Turn Tax Pain into Tax Gain.


Advisors: Don’t Bother with the NextGen prospects. Unless…

If you read the financial press, blogs (like this one) and research reports, you would know that many people are predicting the coming wave of younger investors (NextGen) are going to be a force to be reckoned with. They are wealthier than advisors get them credit for and appreciate financial planning. They are also less loyal, and desire more transparency and a greater online line presence for communication. For the last few years, everyone has been telling advisors to wake up and start marketing to younger clients, in order to build a business for the future. After all, as the argument goes; your clients are only getting older and will soon begin to draw down their assets with you. You need the NextGen to replace those assets. But that can be easier said than done. If it is not a natural fit for you as an individual, it could be for your business? Find out in today’s blog post by John Anderson.




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