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.
Recent Articles from John Anderson
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Humans vs. robots: Why personalization wins How hyper-personalized marketing beats out robo-advice every time.
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Got the "Great Resignation" blues? How to rejuvenate your practice Don’t give in to the “Big Quit” mood. Here are some things you can do to boost motivation and revenue.
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4 tips for advisors to turn website visitors into leads Graham Turner, Advisor Websites, shares easy tips to help turn web visitors into leads
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Key insights from 2021: what to watch in 2022 Practically Speaking contributors share key takeaways from 2021and hot trends for next year
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An Advisor Client Event Is Not a Marketing Plan Are your events really worth it to your clients—or to you?
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Ending the Year Strong Can Depend on Forward-looking Indicators Metrics that measure your future success
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Dissatisfied Client? Turn a Bad Service Experience into Loyalty The service recovery paradox: A bad experience can result in a more loyal client (if handled correctly)
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Do It with Scale: Your Third Step in Specialization It’s not enough to specialize. You also need a repeatable process
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Partnerships – Your Second Step in Specialization Advisors can get a deeper understanding of their clients’ hidden needs, and better meet them
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Client Surveys – Your First Step in Specialization How a post-pandemic survey can help steer you toward differentiation that your clients really want