Brian Briggs

Brian Briggs

Brian Briggs is the millennial contributor for Practically Speaking and a Senior Investment Analyst responsible for supporting the delivery of advice-driven asset management solutions for advisors and their clients. This investment/financial planning support includes custom investment case analysis and presentation support for advisors, as well as comprehensive financial planning support for advisors and relationship managers. Brian also serves on the board of SEI Diversity.

Want to know more about Brian? Outside of SEI, Brian enjoys spending time with his wife and daughter, adding to his extensive (and rather impressive) sneaker collection and staying active in the gym. Brian is also studying for the CFP® exam.

Recent posts by Brian:

What Do Clients NEED? Convenience and the Human Touch

Technology is not going to replace you. But to get new clients in the door, and serve existing ones better, you need to do things technology can – and can’t – do.

How to Pinch Hit for Senior Advisors on Vacation

Your senior advisor is out of the office. Are you ready to step up to the plate?

The Key to Managing Feedback? Own It.

Feedback comes in from all directions – from your peers, superiors and clients. How are you managing through that experience?

When Your Plan Doesn’t Go as Planned

Business and personal planning (and everything in between) doesn’t always play out perfectly.

Business Planning for the Business of You

We all aspire to reach new plateaus professionally, but are we actually organizing ourselves to succeed?

The Gift of Volatility

After years of ever-improving markets, one of the gifts of 2018 is perspective. Your end-of-year message to clients can focus on action items that are in your control and not so tightly-linked to markets.

Growth vs. Value (To Your Firm)

There are two modes to career building; growth and value. Assess which one you’re in (or should be in) to help make your next move.

Advisors – I Still Haven’t Found What I’m Looking For

Guest Gen-X blogger Laura did NOT win a cool billion last week (not for a lack of trying, apparently) but her search for a financial advisor is heating up. This week, she shares what happened when she Googled you.

Dear 25-Year-Old Brian, It Gets Better

If you had an opportunity to tell your younger self that things will be okay, would younger you have relaxed and appreciated the life/work lessons?

On the Contrary, Unicorns DO Exist

Dear Retiring Advisors, perhaps the succession unicorn you seek looks different than you expect. Have any younger advisors already on your team? If you plan your succession well, they might be the future.

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