Tag Archives: SEI

Episode 13 – The Purposeful Advisory Firm

Investing, Management Solutions, Practice Management,

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

 

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

Investing, Management Solutions, Practice Management, Uncategorized,

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

 

Podcast: Play in new window | Download

https://itunes.apple.com/us/podcast/practically-speaking/id1440077859?mt=2&app=podcast Apple Podcasts | Android | Email | Google Podcasts | Stitcher | TuneIn | Spotify | RSS | More

Episode 7 – The Nine Elements of Advisor Referability

Management Solutions, Practice Management, ,

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

 

Podcast: Play in new window | Download

https://itunes.apple.com/us/podcast/practically-speaking/id1440077859?mt=2&app=podcast Apple Podcasts | Android | Email | Google Podcasts | Stitcher | TuneIn | Spotify | RSS | More