Areas of Expertise
- Independent Advisor Solutions's programs and services
- Creating operations efficiencies for independent advisors
- Growing and differentiating independent advisors' practices
John Anderson is Managing Director of the Practice Management Solutions Team for Independent Advisor Solutions by SEI, responsible for all programs focused on helping financial advisors grow their businesses, create efficiencies in their operations, and differentiate their practices. John is also the lead author of our practice management blog, Practically Speaking©, which is designed to help financial advisors improve client relationships and develop more effective marketing programs. John also manages a team that provides investment research, case support, and analysis to support the efforts of SEI’s advisors.
With us for over 20 years, John has been responsible for managing teams of sales professionals that provided advisor relationship management, practice management consulting, marketing, and business planning for advisor clients, and for building a new-business-development process and relationship-management programs for the SEI Wealth Network® and select advisory firms. Additionally, he was a Regional Director responsible for providing investment and business solutions to independent investment advisors in the upper Midwest.
John has over 30 years of experience in the financial services industry. Before joining us, he was a Regional Marketing Director for Related Equities Co. In addition, John spent several years as a Trader at Chicago Partnership Board, Inc. and held various positions in the real estate investment banking industry.
John graduated from Illinois State University and currently holds the FINRA Series 7, Series 24, Series 63, and Series 65 licenses. John is frequently quoted in publications such as Investment News, Financial Planning Magazine, and The Wall Street Journal and is a frequent speaker at broker-dealer conferences, client seminars, and other industry forums.
Practically Speaking
Common-sense ideas to grow your advisory business
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Recent Articles from John Anderson
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Coach Through Biases - Yours and Your Clients' Get your goals-based game on to show your clients how their behavior can drive outcomes -
The Big 3 Keys to Advisor Growth in 2019 Take advantage of turbulent times to grow your advisor business
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Your High-Net-Worth Client Strategy It's what they want, not what you know
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Outsourcing for Independent Financial Advisors: An Evaluation Tool If you’ve ever considered outsourcing your asset management and business functions, our evaluation tool can help you assess potential providers.
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The Truth About ETFs Uncovering the potential: 5 ETF myths busted
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Fees at a Crossroads Revisited 6 Steps to Help Financial Advisors Close the Fee vs. Value Perception Gap
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Digital Advice and the Client Journey 8 key elements to help you find the best path forward
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The Nine Elements of Advisor Referability How to help investors become referral-generating advocates
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The Next Wave of Advice Management Use client-centric planning to create a personalized experience
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Strategic Planning Just Got a Whole Lot Easier A 3-step plan for advisors, with guidelines and worksheets. All designed to help you take the pain out of planning.
