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:

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.

New Year, New (or Continued) Focus

The results of our end of year survey tell us in no uncertain terms, advisors are focused on becoming more referable in 2018.

Happy Holidays from Practically Speaking

Wishing you happy and merry everything! No eyes were shot out, nor injured in any way, during the making of this video.

Be Resolute for 2018: What Are Your Goals for 2018?

Advisors: have you considered your 2018 goals yet? We encourage you to do so now! And then tell us all about it.

Advisors: What Will Distract You Next Year? What Can You Do About It?

It’s a highly-distractible world and if you’re already prone to shiny objects (ahem, John Anderson) you could be “lost” for hours. Protect your firm from getting thrown off track with two ways to defeat distractions and get your work done.

Happy Thanksgiving from Your Friends at Practically Speaking

Happy Thanksgiving from Practically Speaking.

Advisors: What Was Your Walk Away Moment?

In business – as in life –the lessons are often in the mistakes we make. But sometimes the better knowledge is seeing the mistake coming and avoiding it altogether. Not always possible, but in some advisor practice scenarios it is probable.

Why Successful Advisors are Exiting the Business

This week Dan Richards is back to share his take on the current state of financial advice and the successful advisors who provide it.

Fees: Compression Conversations and Value

Fee conversations pop up everywhere, as they did recently for me. Though they haven’t budged much in the past few years, it’s hard to predict what the next 5 years will hold. Instead of riding this tailwind into the unknown, you can get on your toes now by changing your conversations and showing your values.

Advisors: Are You Measuring the Wrong Things?

Are you measuring the wrong business indicators? Knowing AUM is good, but it doesn’t provide any idea of where you’re going.



Follow Us on Facebook

Recent Tweets