Advisors: Do you Have a Job, a Practice, or a Business?

By John Anderson, Managing Director, SEI Advisor Network on Thursday, December 18th, 2014

John Anderson, Managing Director, SEI Advisor Network

Thanksgiving is my favorite holiday. That said, one of my least favorite Thanksgiving traditions involves trying to explain to distant relatives and others exactly what I do for a living. Believe me, I have taken my own advice and have a beautifully crafted value provision that fits my targeted clients...Read More »

It’s All About the Clients – Or Is It?

By Susan Glover, President, Susan Glover & Associates, LLC on Wednesday, December 17th, 2014

Susan Glover, President, Susan Glover & Associates, LLC

Of course it’s all about the clients. That’s why you have your own advisory firm – to better serve your clients. Now imagine a couple of scenarios that have happened or could happen to you...Read More »

How High-Performing Firms View and Use Technology

By Bill McGuire, Principal, W.M.McGuire, LLC on Tuesday, December 16th, 2014

Bill McGuire, Principal, W.M.McGuire, LLC

As the summer winds down, the fall and winter conference season heats up. The value attending the right conference can be invaluable from an educational, strategic and networking perspective...Read More »

Internet Security for Family Offices: 10 Steps to Protect Online Information

Dennis Mangalindan, VP, Sales & Marketing, Archway Technology Partners, Inc.

More than 552 million identities were exposed in data breaches during 20131. According to Symantec’s Internet Security Threat 2014 report: “Attackers will often use both the personal and professional accounts of the individual targeted, although statistically the victim’s work-related account is more likely to be targeted.”..Read More »

The Dreaded Annual Ritual

By Kelli Cruz, Founder, Cruz Consulting Group on Monday, December 8th, 2014

Kelli Cruz, Founder, Cruz Consulting Group

For most managers, the end-of-the-year employee compensation and performance review is one of the most dreaded events of the year. The average manager doesn’t have a disciplined approach for handling these critical discussions and decisions...Read More »

Holiday Do’s and Don’ts for Advisors on Social Media

Amy Sitnick, Senior Marketing Manager, SEI Advisor Network

Social media is a way to humanize your company. And the holidays give you an opportunity to do just that. So, what are you planning to share over the next month? Let’s start with some dos and don’ts...Read More »

Failing Policies - What Causes This? Part 3 of 3

By Kellan Goldberg, Managing Director, Insurance Decisions on Wednesday, December 3rd, 2014

Kellan Goldberg, Managing Director, Insurance Decisions

Many clients recognize the benefits of using life insurance as an investment, but they can be sold on this premise with optimistic assumptions - which are often at odds with reality...Read More »

Using technology to change clients who don't want to know anything

By Sheryl Rowling, CEO, Total Rebalance Expert on Tuesday, December 2nd, 2014

Sheryl Rowling, CEO, Total Rebalance Expert

There are three types of clients: Those who want to know every detail (aka engineers!); those who want to know the basics and those who don't want to know anything...Read More »

Using Storytelling to Build Trust with Clients

By Rosemary Smyth, MBA, ACC, Author on Tuesday, November 25th, 2014

Rosemary Smyth, MBA, ACC, Author

When meeting with a client, being able to tell a relatable business story can help build an unparalleled level of rapport and trust. It’s easy to learn to tell stories. We tell them every day and don’t even realize it...Read More »

Why is a local IT provider perceived as so important?

By Ken Rode, Director of IT, UNAPEN, INC. on Thursday, November 20th, 2014

Ken Rode, Director of IT, UNAPEN, INC.

One of the biggest factors is the belief that if there is a problem that can’t be solved remotely, your IT provider can be there to fix it quickly. However, with the advent of Managed Services, including remote access in recent years, this has become much less critical and providers using the proper tools can actually respond faster remotely than they could if required to be on site...Read More »