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:

The New Normal for Advisors…

Keeping up with expectations of clients is a delicate balance of innovating and keeping your firm in a state that’s ready for change. Here are a few influences that can combine to change our industry.

Advisors: Is Your Referral Process this Good?

An older, but still relevant story of five advisors show us that getting a referral is great, but it’s just the beginning of gaining a new client #tbt

Advisors: Does Your Staff Know Your Brand?

Brands are carefully cultivated – a similar theme throughout every touchpoint, mention, interaction. One of the best ways to ensure your cohesive message is heard, train your staff.

Track 1: Brian Briggs

We have another new millennial blogger! It’s Brian Briggs. And by way of introduction he shares rule #1 of establishing credibility.

Evolutionary Growth: The Firm that Evolves Together Grows Together

Your firm is either in the age of change or the age of preservation, which determines if this is the best of times or the worst of times.

Millennials: Good Hires and Good Ex-Employees

Each generation gets a “bad rep” label from those who came before. It seems the Millennials take extra heat for not playing by old-school playbooks. But John sees a lot of positives from the influence of those born in the 80s and 90s.

Advisors: What’s Your Why—and Why It’s Important

Why do you do this? Take some time to reflect on your answer. It informs everything; your brand, your client relationships, your success.

How One Advisor Got Closer to His Clients by Moving Away

Have you mentally moved away from your clients? This advice bears repeating, stay focused on communication, regardless of geography.

Planning 2.0: Coplanning

Your clients should feel like their plan is actually theirs, not yours. Making that plan should feel right in your office. Our new paper highlights creating a personalized experience.

Referrals: The Lazy Advisor’s Growth Plan

Growth is not a product of laziness; satisfactory service and generic requests will not garner referrals. Visualize and build your brand to grow your business.



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