Monthly Archives: December 2018

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 prospective clients can check out advisors before talking to them. And unfortunately, these clients often find themselves looking at a sea of sameness.

So, how do advisors separate themselves and create a successful system for getting referrals?

Today, John Anderson shares nine best practices successful advisers use for referrals and explains how you can implement these practices yourself.

In this episode, you’ll learn:

  • The power of the persona
  • How to create a value proposition that will resonate with your target audience
  • How to show, not just tell, clients why you’re different than the rest
  • The value in developing your staff as part of the client experience
  • And more!

Join John today to learn nine actionable steps you can take to help increase your referability!

Resources: Elements of Referability Whitepaper | Practically Speaking Blog | John Anderson’s Twitter


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 she is and why she’s so passionate about helping advisors.

In this episode, you’ll learn:

  • What Allie does as the director of client experience at Independent Advisor Solutions
  • How Allie’s skills and experience make her perfect for her role
  • Why Allie considers John Glenn, Condoleezza Rice, and her mother to be her heroes
  • Why she wouldn’t want all the money in the world
  • And more!

Listen now to learn more about Allie and why her strengths help make advisors even stronger!

Resources: Practically Speaking Blog | Allie Carey’s Twitter | SEI LinkedIn | SEI Facebook

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 Independent Advisor Solutions by SEI, explores how mass-communication missteps can jeopardize advisors’ relationships with their clients. She also explains how advisors can leverage mass communications to better serve their clients’ unique interests.

In this episode, you’ll learn:

  • A real-life story of an advisor who damaged their relationship with a client through their mass communications
  • The importance of segmenting clients according to their life stages rather than their revenue
  • How to use segmented lists to curate content suitable for all clients
  • And more!

Tune in now and learn how to use mass communications to strengthen the bond between you and your clients!

Resources: The Dangers of Mass Communications Blog Post | Practically Speaking Blog | Allie Carey’s Twitter | SEI LinkedIn | SEI Facebook