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:

Advisors: Are You Ignoring These 5 CRM Functions?

Our latest webinar may just convince you to stop using your CRM as a glorified phonebook.

Why I Bristle at One Risk Score for All Goals

We’re working on a new paper that reminds me how much a “one-size-fits-all-goals” approach to risk tolerance bothers me.

Advisors: To Alleviate Stress, Focus on What You Can Control

We can’t control the markets. We can control our time and focus.

How Frictionless is Your Advisory Business?

Do you believe you make things easy for your clients and prospects – and would they agree with your assessment?

How Being Vulnerable Can Benefit Your Advisory Firm Culture

My wife was recently named executive director of a local nonprofit. As is typical for older non-profits, a degree of “mission creep” was creating some challenges. While the employees were […]

The January Barometer: A Case Study in Trying to Predict the Unpredictable

Guest blogger Matt Potter illustrates how patterns do not always hold true, even when you think a strong cause-and-effect relationship has been established.

An Advisor’s Role in Financial Literacy Month

You have the perfect platform to discuss financial literacy in a balanced, comprehensive way. Are you (and your clients) taking advantage of it?

The Tax-time Touchpoint: Are You Making the Most of It?

Investments are a matter of opinion; taxes are a matter of fact. Are you taking advantage of the tax-time touchpoint?

Advisor Vacations: Planning for Your Absence

We all need time off. How do you do it and still run your business? You plan ahead.

Shorts: On Investment Models, Millennials and the SEC

Spring has sprung! If you’re going away for spring break, here’s some interesting links to take along with you.

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