Practically Speaking Podcast
1) Episode 14 – Answering Advisors’ Most-Asked Questions
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 h...Show More
2) Episode 13 – The Purposeful Advisory Firm
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 advis...Show More
3) Episode 12 – Bonus Episode: Get to Know the Practically Speaking & the Practice Management Solutions Team—with Raef Lee
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 Indepe...Show More
4) Episode 11 – The Right Marketing Mindset for 2019
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 cha...Show More
5) Episode 10 – Creating Your 2019 Business Plan
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 ...Show More
6) Episode 9 – Tuning in to Your Clients on Social Media
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 a...Show More
7) Episode 8 – Bonus Episode: Get to Know Heather Wilson
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, Heathe...Show More
8) Episode 7 – The Nine Elements of Advisor Referability
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 ...Show More
9) Episode 6 – Bonus Episode: Get to Know Allie Carey
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 s...Show More
10) Episode 5 – The Dangers of Mass Communications
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...Show More