John Anderson

John Anderson

I’ve been in the financial services business for over 25 years. I’ve been around some of the best financial advisors on the planet – and unfortunately around some who made me wonder how they put food on the table. And I’ve learned from both.

I started out as an investor relations representative, talking to advisors and their clients, answering questions and “re-selling” my company’s products.  Within eighteen months or so I moved to the sales side and have been there ever since.  From working the “sales desk,” to internal account executive, to wholesaler, to managing director, I have been responsible at one point or another for most of the United States. And I’ve almost always worked with advisors, their clients and their centers of influence.

So what did I learn from good (and bad) advisors?

I am awestruck by those great advisors who can take a client’s dream and turn it into reality – whether that means retirement, college education for the kids or just plain old multigenerational wealth.  To me, the best advisors are not discussing beta, standard deviation, alpha or some other Greek letter. They’re diving deep into the client relationship.  Ultimately, they’re spending time in front of their clients – not in front of their computers.  And they are building a business that will provide advice long after they step away.  A business – not a practice.

Today, as Managing Director of the SEI Advisor Network’s Practice Management solutions, I work with advisors across the country to run a more effective practice. I also frequently present at conferences for some of the country’s most prominent broker-dealers and industry organizations, such as the Financial Planning Association.

In plain terms, I provide advisors with common-sense tips to grow their business. And in Practically Speaking, I look forward to sharing the conversation with you.

Recent posts by John:

How One Advisor Got Closer to His Clients by Moving Away

Have you mentally moved away from your clients? This advice bears repeating, stay focused on communication, regardless of geography.

Planning 2.0: Coplanning

Your clients should feel like their plan is actually theirs, not yours. Making that plan should feel right in your office. Our new paper highlights creating a personalized experience.

Referrals: The Lazy Advisor’s Growth Plan

Growth is not a product of laziness; satisfactory service and generic requests will not garner referrals. Visualize and build your brand to grow your business.

Advisor Business in a Fiduciary World

No one has a crystal ball, but if you did…what does your future look like with the fiduciary rule in place?

Volatility on Display: Another Micro-Moment

Market volatility highlights whether you a) act on micro-moment opportunities, and if b) your (hopefully) scalable practice allows you the time to do so effectively.

Techno-Advisor: The Mechanics of Good Service

You’re not all that different from a small bike shop. You’re both trying to combine proven processes and automation (like a chain) with personal, high-touch relationships (like a neighborhood business). So how can you combine the best of both worlds?

Living in a Financial Bubble

The market may still climb – or it might not. Either way, your clients are more likely to consider your advice when things are calm. Advise them now for the prospect of bumpy volatility.

Webinar: The Future of Advice Management

It’s webinar time – this month is a sneak peek into the future of advice management.

The Most Miserable (Planning) Day of the Year

Scientifically, Blue Monday isn’t a thing. But it feels real. Now that it’s past, you can re-focus on feeling good about your strategic planning. And by midsummer – when we have the Happiest Day of the Year – your business could be thriving.

History: Benchmarking Advisor Referral Processes

For a year we’ve been asking you about your referability, talking about the framework to get there, sharing resources to help. Soon, a new benchmarking tool that tells you exactly where you are and where you can go.



Follow Us on Facebook

Recent Tweets