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: Ditch the Free Consultations and Do This Instead

A long road trip with my son (and a few advisor radio shows) got me thinking about introductory conversations with prospective clients.

What to Tell Clients Who Ask You to Time the Market (Hint: No)

We know market timing doesn’t work – yet clients still ask (hope?) that we can predict the future. Our own Matt Potter offers some talking points for the next time your clients ask about it.

Wealth Advisors are Missing Opportunities if They’re Not Talking Philanthropy

Geneva Global’s CFO and COO Karen Robinson describes how you can help your clients build a strategy and plan for their philanthropic endeavors.

How Departing Employees Make Us Better (and Grow)

What you gain from exit interviews and rethinking roles can help set your firm up for future success.

A Millennial Departure: Looking Back, Moving Forward

Brian Briggs says farewell to Practically Speaking and SEI. Before he goes, he shares some parting thoughts and advice.

Top 5 Reasons for You – and Your Clients – to Celebrate Your Independence

Why are you (and your business model) fireworks-worthy?

The SEC’s Reg BI – Evolutionary, Not Revolutionary

A slow, rule-by-rule movement to a truer fiduciary standard has begun. Time to market with a focus.

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.



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