SEI's Practically Speaking
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This blog is about you. It’s about helping financial advisors to work smarter, improve client relationships, and develop more effective marketing programs. The SEI Advisor Network has been serving the independent financial advisor market and the clients who depend on them for more than 20 years.
SEI's Practically Speaking
4y ago
When clients actively participate in their financial plan, good relationships can happen.
The post 3 Simple Ways to Forge Meaningful Partnerships with Clients appeared first on SEI's Practically Speaking ..read more
SEI's Practically Speaking
4y ago
You can go above and beyond clients’ expectations when you view yourself through their eyes.
The post 3 Client Experience Takeaways from CXFS appeared first on SEI's Practically Speaking ..read more
SEI's Practically Speaking
4y ago
Referrals alone can’t continue to grow your business. Instead, try targeting the right audience with the right marketing message.
The post Narrow Your Message and Diversify Your Marketing, Too appeared first on SEI's Practically Speaking ..read more
SEI's Practically Speaking
4y ago
Is technology a rabbit hole you wander down, at the expense of interacting with clients and prospects? Here a few rules of thumb that may help.
The post 5 Ways Advisors Can Optimize Their Technology Use appeared first on SEI's Practically Speaking ..read more
SEI's Practically Speaking
4y ago
Young people adopted social media before older generations, and younger clients may also drive the switch to alternative fee schedules.
The post Flat fees, WhatsApp and Instagram – why they go together appeared first on SEI's Practically Speaking ..read more
SEI's Practically Speaking
4y ago
If you have a technology plan (and you should!), there’s research available to find out what’s wowing other advisors and what’s coming up short.
The post How Advisors Can Make the Most of Technology Studies appeared first on SEI's Practically Speaking ..read more
SEI's Practically Speaking
4y ago
Many advisors are telling me they struggle with procrastination when it comes to long-term business planning tasks. Would a little accountability help you get the right things done?
The post Advisors: What holds you accountable? appeared first on SEI's Practically Speaking ..read more
SEI's Practically Speaking
4y ago
When is the last time you re-educated your clients about what they should expect from your relationship?
The post #TBT – Taking your clients “Back to School” (The high school years) appeared first on SEI's Practically Speaking ..read more
SEI's Practically Speaking
5y ago
In volatile times, what can advisors do to close out the year strong? Communicate your value to clients, says Independent Advisor Solutions by SEI’s head of marketing Jerry Lezynski.
The post Marketing (Basics) in a Volatile World appeared first on SEI's Practically Speaking ..read more
SEI's Practically Speaking
5y ago
When you expect your high-net-worth clients to do one thing during volatile markets and they say they’d do another, you’re got a real disconnect (and maybe some bias). Here’s how to minimize judgement errors.
The post Overcoming your clients’ – and your own – behavioral biases appeared first on SEI's Practically Speaking ..read more