14 episodes

The Practically Speaking Podcast from Independent Adviser Solutions by SEI. In this podcast, we help advisers find solutions and share best practices for practice management, technology, social media, improving the client experience, and working with millennials.



Our teams share insights experiences and tools learned working with advisory firms across the country. Join us on this journey as we uncover the best practices to provide financial advisers with solutions to help advisors grow, differentiated, and create efficiencies in their businesses.

Practically Speaking John Anderson and Heather Wilson

    • Business
    • 5.0, 4 Ratings

The Practically Speaking Podcast from Independent Adviser Solutions by SEI. In this podcast, we help advisers find solutions and share best practices for practice management, technology, social media, improving the client experience, and working with millennials.



Our teams share insights experiences and tools learned working with advisory firms across the country. Join us on this journey as we uncover the best practices to provide financial advisers with solutions to help advisors grow, differentiated, and create efficiencies in their businesses.

    Episode 14 – Answering Advisors’ Most-Asked Questions

    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

     

    • 24 min
    Episode 13 – The Purposeful Advisory Firm

    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

     

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

    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

     

    • 16 min
    Episode 11 – The Right Marketing Mindset for 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?

     

    • 21 min
    Episode 10 – Creating Your 2019 Business Plan

    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

     

    • 19 min
    Episode 9 – Tuning in to Your Clients on Social Media

    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

    • 15 min

Customer Reviews

5.0 out of 5
4 Ratings

4 Ratings

Tayganlie ,

Ideas that work!

I love having this consumable resource with tactics I can use to make my clients’ experience better.

Top Podcasts In Business