Speaking

John speaks to financial advisors across the country about various aspects of practice management, including marketing, client services, practice efficiency, and succession planning. If you would like to invite John to speak at your next event, please contact him via LinkedIn or at janderson@seic.com.

Recent presentation topics:

  • Succession Planning the NextGen Way
  • The Why and How: Making the Switch from Commission to Fee-based Practice
  • Turbo Charge Your Referral Process
  • Time Management and Practice Efficiency
  • Marketing for Financial Advisors
  • Calm under fire: Keep Clients Calm and Focused with a Goal-based Approach.
  • Lock in Loyalty, Build Your Business with Continuous Client Service: The Key to Building Client Relationships and Assets Under Management
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