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:

Advisor Growth: It’s Just Not Us Saying It

Are the fastest growing RIAs getting bigger by getting smaller?

Advisors: That 40-Year-Old Successor, Like the Unicorn, Does Not Exist!

Dear retiring advisors, let’s be honest: the forty-something advisors don’t want to take on your entire business. They can wait you out and pick off your best clients. Changing your mindset about what succession looks like can make you a more attractive acquisition.

5 Tactics to “Untroll” Your Online Trolls

Don’t let a perceived lack of content or fear of negativity prevent you from content marketing on a variety of platforms. You have the content to share; it’s in your everyday interactions and reading. And the trolls are easily handled.

Fees at a Crossroads: Revisited [Webinar]

Of all the topics we cover, the most asked about and discussed is about fees. After 3 years, we’re revisiting and updating our Fees at a Crossroads paper.

Timeless Tips for #TBT

Throwing it back to when being different was your differentiator. Actually that’s still true.

Anniversaries: Forward-Thinking Milestones

Every year, we use our blog-iversary as a time to reflect, then renew and refocus. Consider this practice for your firm.

Advisor Value: Turning the Question Around

It’s a great idea to know who owns, manages, completes your firm’s functions. And then to understand which of those are valuable to your clients.

The Importance of Purposeful Coaching Programs

Last year we asked if yours is an enterprise or lifestyle firm. Your answer to that influences a lot of your choices, including whether a coach – and what kind of coach – is right for your business.

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

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