In addition to John Anderson providing insights for advisors on practice management, you’ll also see posts on technology, investments, and social media on Practically Speaking. Meet the team from SEI who regularly contributes articles on these topics:
John Frownfelter is the investments contributor for Practically Speaking and the Managing Director of Investment Solutions within the SEI Advisor Network. John is responsible for creating investment solutions and products for SEI’s advisors for use in meeting the investment objectives of high-net-worth individuals. He coordinates and liaises with SEI’s Investment Management Unit in order to align SEI’s investment solution with the SEI Advisor Network’s needs.
Want to know more about John? Prior to beginning his professional financial career, John served his country for six years as a specialist in the United States Army, he’s a proud dad to two boys, a former football player and now coach.
Raef Lee is the technology contributor for Practically Speaking and he also serves as a Managing Director for the SEI Advisor Network. He is responsible for the identification of new services and markets for the SEI Advisor Network. He defines new product offerings for advisors either by partnering with best-of-breed companies or shepherding the requirements into SEI’s development teams. In addition, Raef identifies ways for the Advisor Network’s innovative business model to be leveraged in new markets.
Want to know a little more about Raef? He loves his wine and food (probably too much), is originally from England, and enjoys being a dad to his young daughter.
Missy Pohlig is the millennial contributor for Practically Speaking and also serves as Program Manager for the Solutions Team in the SEI Advisor Network, helping identify and support the delivery of practice management solutions to SEI Advisors. In addition to her involvement in the development of SEI’s ProcessWise workflow program, Missy helped launch SEI’s PathFinder Program for mergers, acquisitions, succession, and business building.
Want to know more about Missy? She’s on the board of directors for Ryan’s Case for Smiles, an avid runner and currently studying for her CFP.