By John Anderson and Heather Wilson
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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.
||CleanEpisode 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||1/2/2019||Free||View in iTunes|
||CleanEpisode 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,||1/2/2019||Free||View in iTunes|
||CleanEpisode 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 ta.||12/19/2018||Free||View in iTunes|
||CleanEpisode 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||12/5/2018||Free||View in iTunes|
||CleanEpisode 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,||12/5/2018||Free||View in iTunes|
||CleanEpisode 4 – Bonus Episode: Get to Know Brian Briggs||Meet Brian Briggs, one of the amazing Practically Speaking team members and the head of Next Gen. In today’s episode, Brian helps you learn more about him by discussing the many roles he fulfills as a part of the Practice Management Solutions Team.||11/21/2018||Free||View in iTunes|
||CleanEpisode 3 – Unicorns Do Exist||If you’re a financial adviser who is looking to recruit and retain new advisors within your practice, it may feel like finding that perfect someone is like trying to find a unicorn that doesn’t exist— but Brian Briggs argues otherwise.||11/21/2018||Free||View in iTunes|
||CleanEpisode 2 — The Next Wave of Advice Management||The advisor landscape is changing. As the industry moves from an advisor-centric world to a client-centric world, it can be difficult for advisors to keep up with industry changes and what clients want. Luckily, John Anderson is here to help.||11/7/2018||Free||View in iTunes|
||CleanEpisode 1 – Get to Know Practically Speaking — with John Anderson||In this debut episode of the Practically Speaking Podcast, John Anderson, SEI’s managing director and head of practice management solutions, gives listeners an introduction to not only himself, but also to his team and the work they do for advisors.||10/24/2018||Free||View in iTunes|