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 can provide advice long after they step away.  A business – not a practice.

Today, as Managing Director of Independent Advisor Solutions by SEI’s Practice Management solutions, I work with advisors across the country to help them 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 help grow their business. And in Practically Speaking, I look forward to sharing the conversation with you.

Recent posts by John:

Do You Have the Right Marketing Mindset Going into 2019?

Before you get too far in executing your 2019 plan, you should turn a critical eye towards your marketing mindset.

Not the Same Old New Year’s Post

Our end-of-year survey suggests advisors already wanted to improve communications and client education. And the current economic environment will force them to stick to those resolutions.

Happy Holidays from Practically Speaking

From our team to yours…

Driving Content Via Social

Earlier this week, we formally introduced you to our podcast. Now here’s a little background on how we got here and how it can help you – by listening and doing.

Custom Portfolios vs. Models: Worth the Risk?

If you’re building a custom portfolio for every client, you may be doing them (and ultimately yourself) a disservice. Don’t believe me? I’ll count the ways.

C-Sharing: Declining Revenue

It seems the industry is moving to eliminate C-shares, or at least widely curtail their usage. It makes sense to get there with your clients well before the industry does.

Segmented Planning for Investment Advisors

You didn’t need a poll to know that investment management is not necessarily a core part of your value proposition, but we do have the results of a poll that bears that out. What services can you add that do make your value prop more attractive to more clients?

Digging Deeper With Personas

Building personas helps focus your efforts toward your ideal client. But once an actual client who meets that idea shows up, are you their ideal firm?

Advisor Webinar: What Your HNW Clients Know (That You Don’t)

The theme of our 2018 whitepapers was chosen to help you pivot with evolving business practices. Let’s quickly review what we’ve learned so far and get a preview to the third. Join our webinar.

Making Business Social Media Personal – Or Not

Respectful suggestion: maybe keep your personal views out of your business social media presence.



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