All posts by practicallyspeakingpodcast

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 asked the most and how he answers them, covering everything from what a growth advisor does to how to find your niche and create wowable experiences.

In this episode, you’ll learn:

  • What questions John addresses the most with advisors
  • Why workflows are so important for small firms
  • What to consider when seeking out a coach
  • Why complacency is such a big risk for advisors
  • And more!

Tune in now and learn the answers to the questions that are on many advisors’ minds!

Resources:  Practically Speaking Blog | John Anderson’s Twitter | JAnderson@SEIC.com

 


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 of lifestyle advisors and enterprise advisors. Raef places a special focus on how each advisor-type can cultivate purposeful firms as they evolve from the startup phase to mature-firm status.

In this episode, you’ll learn:

  • About the different needs that firms have at different stages of maturity
  • About the varied client-advisor relationships that develop in mature firms
  • What the four essential components of every firm are and why they matter
  • Why there’s no right or wrong when it comes to your firm type
  • And more!

Tune in to learn how you can make the most of your firm by having a firm understanding of who you are!

Resources:   The Purposeful Advisory Firm Whitepaper | Practically Speaking Blog | Raef Lee’s Twitter | SEI LinkedIn | SEI Facebook

 


Episode 12 – Bonus Episode: Get to Know the Practically Speaking & the Practice Management Solutions Team—with Raef Lee



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 partnerships for Independent Advisor Solutions by SEI, Raef is all about finding ways to meet client needs. Now, Raef is sharing more about who he is, what he does, and why he loves it.

In this episode, you’ll learn:

  • About the two very different jobs that Raef has had at SEI
  • How Raef’s British roots have given him a passion for wine
  • Why he believes that you should always be passionate and constantly learning
  • What Raef’s biggest accomplishment is
  • And more!

Tune in now to learn about SEI’s managing director and head of new services and strategic partnerships, Raef Lee!

Resources:  Practically Speaking Blog | Raef Lee’s Twitter | SEI LinkedIn | SEI Facebook

 


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



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