Monthly Archives: November 2018

Episode 4 – Bonus Episode: Get to Know Brian Briggs

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 passions outside of the office.

In this episode, you’ll learn:

  • How Brian came to work with the Practically Speaking team
  • What he loves about his job
  • Who Brian’s favorite people in history are
  • Why he’s a fan of motivational speaker Eric Thomas
  • And more!

Tune in now to learn more about Brian and what he brings to the Practice Management Solutions team!

Resources: Practically Speaking Blog | Brian Briggs’ Twitter | SEI LinkedIn | SEI Facebook


Episode 3 – Unicorns Do Exist

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 through time and growth.

Here’s what you will learn:

  • About the importance of looking at the journey, not just the end goal or the now
  • Why advisors need to look in the mirror when thinking about hiring a younger advisor
  • About the advantages that a younger advisor can bring to your practice
  • Where to look for talent
  • And more!

Tune in now to learn how you can find your unicorn to help enhance your practice!

Resources: On the Contrary, Unicorns DO Exist | Advisors: That 40-Year-Old Successor, Like the Unicorn, Does Not Exist! | Practically Speaking Blog | Brian Briggs’ Twitter


Episode 2 — The Next Wave of Advice Management

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 sales to the personalized advice we see today
  • How advisors can find an approach that is personalized, scalable, and mechanized
  • The importance of recognizing that not every type of planning will be suitable for everyone
  • How workflows are a key ingredient for a successful business of the future—even if you’re a small business
  • And more!

Listen now to learn about the direction in which advisor services are heading and what changes you can make to stay ahead of the curve.

Resources: The Next Wave of Advice Management | Practically Speaking Blog | John Anderson’s Twitter

Individuals and firms mentioned in this podcast are not affiliated with SEI or its subsidiaries. SEI has a minority interest in Advizr.