Advisors Going Social: Q&A

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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Technical Independence Day

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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Run Your Calendar So It Doesn’t Run You

Jun 27, 2013

One of the biggest struggles most of us face is time management. Think about it: as an independent advisor and the owner of your business, you are the chief marketing […]

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How to Communicate Your Account Minimum to Prospects

Jun 25, 2013

The following is a guest blog post by Dan Richards, founder of ClientInsights, a leader in providing financial advisors with video-based content for their own use and for use with […]

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Go Social or Go Home (But Come to our Webinar)

Jun 20, 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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Dads, Grads, and Greens: Continuity Planning as a Matter of Course

Jun 18, 2013

Last week was a busy one – I got to enjoy the US Open with several advisors — I was even in the grandstand on #17 to watch Shawn Stefani […]

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Five Warning Signs of an SEC Audit

Jun 13, 2013

Know the Red Flags and Save Your Firm Endless Grief The following is a guest blog post by Rita Dew – founder and president of National Compliance Services, Inc., a […]

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Four Technical Ways to Make Your Client Meetings Memorable

Jun 11, 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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Going Fee-Based: The Why and How

A few weeks ago, I co-hosted a webinar with Chris Rice, SEI’s Managing Director of Business Transition Services.  Our topic, “The Why and How of Switching to a Fee-based Practice,” […]

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Feedback Wanted as We Enter Our “Terrible Twos”

Two Years, Two Minutes of Your Time   April 13th came and went without much (actually any) fanfare. No cards, calls or even a slap on the back as our […]

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