Advisors: Put Your Money Where Your Value Is

Over the last few weeks, I have had more than a few discussions with advisors about the fees they charge. I’m not sure if it is because I recently wrote […]

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Survey Says…Nothing if You Never Act On or Communicate It

Over the last week, between having my car serviced, making online reservations for dinner, and buying a few products online, I got a number of “customer satisfaction” surveys. If you […]

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Facebook for Financial Advisors: Start Your Engines

Aug 6, 2013

The following is a guest blog post by Amy Sitnick, Senior Marketing Manager for the SEI Advisor Network and self-described social media addict. Connect with her on LinkedIn or follow […]

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How Advisors Can Make Time to Take Time Off

Baseball player Earl Wilson famously said, “A vacation is what you take when you can no longer take what you’ve been taking.” But I recently came across a disturbing statistic: […]

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eBook Review: Advisor Technology 2013: Driving Practice Growth Through Innovation

Jul 30, 2013

The following is a guest blog post by Raef Lee, Managing Director for the SEI Advisor Network. In addition to writing tips on technology for advisors, Raef is responsible for […]

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Advisors Could Learn A Lot from Cicadas

Jul 25, 2013

Growing up in a small farm town in north central Illinois during the 60s and 70s, I spent many nights listening to the sounds of summer. The sounds were pretty […]

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When Looks Can Kill (Your Reputation): Your Office Is a Reflection of You

Last week, I got together with a number of colleagues at the SEI home office in suburban Philadelphia for our annual summer meetings for face-to-face meetings, updates and a little […]

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Geeks Are the New Cool: How Advisors Can Use Tech to Impress Clients

Jul 18, 2013

The following is a guest blog post by Raef Lee, Managing Director for the SEI Advisor Network. In addition to writing tips on technology for advisors, Raef is responsible for exploring […]

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Fees and Thank You: Advisors Should Appreciate and Articulate the Value They Bring

Jul 16, 2013

A few weeks back, Burton Malkiel wrote an Op Ed in the Wall Street Journal entitled “You’re Paying Too Much for Investment Help” (Sorry, a subscription is required). Just about […]

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How a Healthy Approach to Investing Keeps Your Clients Grounded

John Frownfelter is Managing Director of Investment Solutions for the SEI Advisor Network . He is responsible for developing a suite of investment solutions for use by independent financial advisors […]

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