Practically Speaking

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 [https://seicblogs.com/advisor-practice-management/] | John Anderson’s Twitter [https://twitter.com/SEIJohnA] | JAnderson@SEIC.com [JAnderson@SEIC.com]

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 [https://seic.com/sites/default/files/SEI-Purposeful-Advisory-Firm-White-Paper.pdf?cmpid=ADV-FPA-PURPOSE] | Practically Speaking Blog [https://seicblogs.com/advisor-practice-management/] | Raef Lee’s Twitter [https://twitter.com/SEIRaefL] | SEI LinkedIn [https://www.linkedin.com/showcase/independent-advisor-solutions-by-sei/] | SEI Facebook [https://www.facebook.com/SEIAdvisors/?fref=pb&hc_location=profile_browser]

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 [https://seicblogs.com/advisor-practice-management/] | Raef Lee’s Twitter [https://twitter.com/SEIRaefL] | SEI LinkedIn [https://www.linkedin.com/showcase/independent-advisor-solutions-by-sei/] | SEI Facebook [https://www.facebook.com/SEIAdvisors/?fref=pb&hc_location=profile_browser]

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 [https://seicblogs.com/advisor-practice-management/] | John Anderson’s Email [ janderson@seic.com] | John Anderson’s Twitter [https://twitter.com/SEIJohnA] | Do You Have the Right Marketing Mindset Going Into 2019? [https://seicblogs.com/advisor-practice-management/advisor-marketing-2/do-you-have-the-right-marketing-mindset-going-into-2019/]

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 [https://seicblogs.com/advisor-practice-management/] | John Anderson’s Twitter [https://twitter.com/SEIJohnA]