The Practically Speaking Podcast from Independent Adviser Solutions by SEI. In this podcast, we help advisers find solutions and share best practices for practice management, technology, social media, improving the client experience, and working with millennials. Our teams share insights experiences and tools learned working with advisory firms across the country. Join us on this journey as we uncover the best practices to provide financial advisers with solutions to help advisors grow, differentiated, and create efficiencies in their businesses.
Latest episodes
-
24 min
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…
-
19 min
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…
-
17 min
Episode 12 – Bonus Episode: Get to Know the Practically Speaking & the Practice Management Solutions Team—with…
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 par…
-
21 min
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 pe…
-
19 min
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 t…
-
15 min
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…
-
15 min
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 an…
-
36 min
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…
-
17 min
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 sha…
-
12 min
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…