Tag Archives: SEI

Ep 188 – Building a Valuable Advisory Board With Stephen Wershing

August 6, 2019Get to Know the Experts, Practice MgmtAdvisory Board in a Box, Board Members, Client Advisory Boards, Client Driven Practice, Coaching and Consulting, Feedback, financial podcast, Podcast, SEI, Stephen Wershing, Top Advisor Marketingtopadvisorm

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Live from the SEI Top Producer Conference, Matt Halloran shares the mic with returning guest and president of the Client Driven Practice, Stephen Wershing.

Stephen is an expert in the development and execution of client advisory boards. The Client Driven Practice offers coaching and consulting to advisors who want to organize and facilitate client advisory boards and translate feedback into actionable referral marketing strategies.

Today, Matt and Stephen explore the Client Driven Practice’s latest offering: Advisory Board in a Box. Stephen and his business partner, Julie Littlechild, designed this product for advisors who are looking to take a DIY approach to creating their own client advisory board. This ultimate manual walks advisors through the beginning stages of how to find board members, all the way to the end phase in which they’re guided on how to implement the board’s feedback.

Discover the value that a client advisory board can bring to your business along with tips and tricks to creating your own in this fun live-recorded episode!

Links: Stephen Wershing | Client Driven Practice | Becoming Referable Podcast

Ep 187 – Client Insights With Julie Littlechild

August 1, 2019Get to Know the Experts, Marketing, Practice MgmtAbsolute Engagement, Becoming Referable, Client Feedback, High Quality Services for Financial Advisors, Improve your service, Julie Littlechild, SEI, SEI Top Producer, Top Advisor Marketingtopadvisorm

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Matt welcomes returning guest Julie Littlechild to the show, live from the SEI Top Producer Conference. As the Founder of Absolute Engagement, Julie is on today’s episode to cover her returning product: Client Feedback.

The Client Insights program ran for many years, but Julie stepped away to focus on research and other activities. Now, armed with new knowledge and technology, Julie is ready to fill the gap in the market place and provide advisors with the information they need from their clients to provide high-quality services.

Client Insights is designed for advisors who need support in understanding their client base. If you’re looking to gain insight into how you can improve your service to meet your clients’ needs, this is the episode for you!

Tune in today and follow Julie Littlechild on LinkedIn for more client assistance!

Links: Julie Littlechild | Becoming Referable Podcast

Ep 186 – Building External Relationships and Growing your Business – With Matt McGowan

July 30, 2019Get to Know the Experts, Marketing, Practice MgmtBuilding Relationships, Client Relationships, Growing Your Business, Ideal Business Model, Matt McGowan, Relationship Management, SEI, Top Advisor Marketing, Wealth Managementtopadvisorm

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Live from the SEI Top Producer Conference, your host Matt Halloran welcomes Matt McGowan to this special episode.

It is a privilege for our show to host a relationship manager such as Matt McGowan, who works with independent financial advisory and wealth management firms to create a more efficient business, implement client service and growth plans, and create an ideal business model.

Matt is currently the external relationships manager with SEI and shares with our audience some of his tips and tools for relationship management success.

If you want to learn more about building external relationships and growing your business through efficiency and planning, don’t miss this episode!

Links: Matt McGowan | SEI