Category Archives: Uncategorized

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 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 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