Monthly Archives: January 2019

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 change.

In today’s episode, John explains how you can take on the right marketing mindset needed to make the most of 2019, meet your clients’ needs, and grow your business.

In this episode, you’ll learn:

  • The difference between a traditional advisor and a marketing-focused advisor
  • Why marketing should be treated like an investment, not an expense
  • How to set realistic goals for your growth
  • The importance of building a persona when creating a marketing plan
  • And more!

Tune in now to learn about the marketing mindset that will help you grow your practice in 2019!

Resources:  Practically Speaking Blog | John Anderson’s Email | John Anderson’s Twitter | Do You Have the Right Marketing Mindset Going Into 2019?


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 right foot by creating a manageable, yet insightful, one-year business plan that assesses your strengths, weaknesses, opportunities, and threats.

In this episode, you’ll learn:

  • How to effectively evaluate all areas of your SWOT analysis
  • Why you should assess not only what you want to start, but also what you want to stop
  • Why the constantly changing nature of the industry can create new threats to your business
  • Who you should be sharing your analysis with
  • And more!

Tune in now to learn how you can strategically plan your growth for 2019!

Resources:  Practically Speaking Blog | John Anderson’s Twitter


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 advisors have about connecting with their clients on social media. Heather also provides you with helpful tips for engaging your clients through your personal Facebook page and becoming a better listener on social media.

In this episode, you’ll learn:

  • Why LinkedIn might not be the best place to look when you’re trying to connect with clients
  • The difference between listening and stalking on social media
  • Why you shouldn’t assume your clients aren’t active on social media
  • Who Silver Surfers are and which social media platform they love
  • How you can use Facebook’s list feature to control what your clients see from your account
  • And more!

Join Heather today to learn how you can connect with your clients, including the Silver Surfer generation, on social media!

Resources: Practically Speaking Blog | Heather Wilson’s Twitter | SEI LinkedIn | SEI Facebook  

Tuning-In To Your Clients on Social Blog Post | How Advisors Can Make a Splash with the Silver Surfers (aka Boomers) on Facebook

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, Heather is all over SEI’s online presence. Today, Heather helps you get to know more about who she is, what she does, and why she’s passionate about her work.

In this episode, you’ll learn:

  • How Heather went from majoring in music to working at SEI
  • What her biggest piece of advice is for those getting started in their careers
  • What she loves to do in her spare time
  • Which TED Talk that has stuck with her for years
  • And more!

Tune in now to learn more about Heather!

Resources: Practically Speaking Blog | Heather Wilson’s Twitter | SEI LinkedIn | SEI Facebook