A Millennial Departure: Looking Back, Moving Forward

Jul 11, 2019

Brian Briggs says farewell to Practically Speaking and SEI. Before he goes, he shares some parting thoughts and advice.

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One Financial Advisor’s Client Experience Philosophy

Jun 25, 2019

Retirement Wealth Specialist’s co-founder Mitchell Walk describes the important role of personalization, accessibility and communications in the client experience.

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The SEC’s Reg BI – Evolutionary, Not Revolutionary

Jun 20, 2019

A slow, rule-by-rule movement to a truer fiduciary standard has begun. Time to market with a focus.

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Advisors: Are You Ignoring These 5 CRM Functions?

Jun 13, 2019

Our latest webinar may just convince you to stop using your CRM as a glorified phonebook.

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Why I Bristle at One Risk Score for All Goals

We’re working on a new paper that reminds me how much a “one-size-fits-all-goals” approach to risk tolerance bothers me.

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Young Advisors: I Made Mistakes, So You Don’t Have To

Graduation season is finally here, which means the time has come for the young aspiring leaders of the next generation to translate all of their hard work into a career. […]

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Advisors: To Alleviate Stress, Focus on What You Can Control

May 23, 2019

We can’t control the markets. We can control our time and focus.

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ICYMI: Assessing, Designing and Improving the Client Experience

May 21, 2019

Looking for a roundup of excellent client experience content? We’ve got you covered.

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How Frictionless is Your Advisory Business?

Do you believe you make things easy for your clients and prospects – and would they agree with your assessment?

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