Practically Speaking

John Anderson spends a lot of time answering advisors’ burning questions. Now he’s excited to share those answers with you. In today’s episode, John uncovers the questions he gets asked the most and how he answers them, covering everything from what a growth advisor does to how to find your niche and create wowable experiences. … Continue reading Episode 14 – Answering Advisors’ Most-Asked Questions →

Do you want to build an enterprise or a preserve a lifestyle business? Today, Raef Lee discusses his white paper, “The Purposeful Advisory Firm,” to uncover the key characteristics of lifestyle advisors and enterprise advisors. Raef places a special focus on how each advisor-type can cultivate purposeful firms as they evolve from the startup phase … Continue reading Episode 13 – The Purposeful Advisory Firm →

When SEI is looking to develop new services that will make clients’ faces light up, Raef Lee is their go-to guy. As the managing director and head of new services and strategic partnerships for Independent Advisor Solutions by SEI, Raef is all about finding ways to meet client needs. Now, Raef is sharing more about … Continue reading Episode 12 – Bonus Episode: Get to Know the Practically Speaking & the Practice Management Solutions Team—with Raef Lee →

At times like these when the markets are volatile, clients are looking for answers and ideas. John Anderson says this is actually the best time to do proactive marketing because people are open to change. In today’s episode, John explains how you can take on the right marketing mindset needed to make the most of … Continue reading Episode 11 – The Right Marketing Mindset for 2019 →

While many advisors intend to create a business plan for their firm’s future growth, most of them never get around to doing it. Today, John Anderson shares how advisors can start the new year on the right foot by creating a manageable, yet insightful, one-year business plan that assesses your strengths, weaknesses, opportunities, and threats. … Continue reading Episode 10 – Creating Your 2019 Business Plan →

If you think your clients aren’t on social media because you don’t see any posts from them, you might be missing out on a huge opportunity. Today, Heather Wilson breaks down common misconceptions advisors have about connecting with their clients on social media. Heather also provides you with helpful tips for engaging your clients through … Continue reading Episode 9 – Tuning in to Your Clients on Social Media →

When it comes to social media at SEI, Heather Wilson does it all. From managing all of the business unit’s social media activities to running the Practically Speaking blog and podcast, Heather is all over SEI’s online presence. Today, Heather helps you get to know more about who she is, what she does, and why … Continue reading Episode 8 – Bonus Episode: Get to Know Heather Wilson →

Twenty years ago, if you referred a friend to your adviser, your friend probably would have called the advisor to learn more about them. But times have changed. Now there are many different ways that prospective clients can check out advisors before talking to them. And unfortunately, these clients often find themselves looking at a … Continue reading Episode 7 – The Nine Elements of Advisor Referability →

At Independent Advisor Solutions by SEI, Allie Carey is all about finding creative solutions to advisors’ problems. Get to know more about Allie Carey in today’s podcast as she shares more about who she is and why she’s so passionate about helping advisors. In this episode, you’ll learn: What Allie does as the director of … Continue reading Episode 6 – Bonus Episode: Get to Know Allie Carey →

Are your mass communications helping you strengthen or weaken your relationships with your clients In today’s episode of the Practically Speaking podcast, Allie Carey, director of client experience at Independent Advisor Solutions by SEI, explores how mass-communication missteps can jeopardize advisors’ relationships with their clients. She also explains how advisors can leverage mass communications to … Continue reading Episode 5 – The Dangers of Mass Communications →

Meet Brian Briggs, one of the amazing Practically Speaking team members and the head of Next Gen. In today’s episode, Brian helps you learn more about him by discussing the many roles he fulfills as a part of the Practice Management Solutions Team. Brian also speaks openly about his unconventional definition of “success” and his … Continue reading Episode 4 – Bonus Episode: Get to Know Brian Briggs →

If you’re a financial adviser who is looking to recruit and retain new advisors within your practice, it may feel like finding that perfect someone is like trying to find a unicorn that doesn’t exist— but Brian Briggs argues otherwise. In today’s episode, Brian shares how you can find that unicorn and enhance your practice … Continue reading Episode 3 – Unicorns Do Exist →

The advisor landscape is changing. As the industry moves from an advisor-centric world to a client-centric world, it can be difficult for advisors to keep up with industry changes and what clients want. Luckily, John Anderson is here to help. In this episode, John discusses: How advisor services have changed over the decades from product-driven … Continue reading Episode 2 — The Next Wave of Advice Management →