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:

When it’s Time to Fire Your Advisor

All relationships are challenging. In the advisor/client relationship either side might want it over. If you’re the client, it’s about your needs and wants, and your financial future. Sometimes it is actually them.



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