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
-
Advisor Niche Spotlight: Identity Fraud A risk management solution is a valuable differentiator for one advisor
-
A Framework to Communicate Your Value as an Advisor, Even Without a Niche Communicating your value is hard, standing out is even harder
-
You Have a Lot To Be Proud of This Year. Make Sure Your Clients Know It Your year-end letter should make your clients feel good about hiring you
-
7 Lessons from 2020 that Could Influence Advisor Businesses in 2021 Our team reveals what they expect to change next year for financial advisors
-
How Advisors Can Navigate the Social Media Dilemma How to help clients make sense of social “noise”
-
Hiring: Strengthening Your Advisory Team Invest some time to unleash your staff’s individual strengths
-
The Prospect’s Point of View: Referral Processes A Look into Advisor Referrals
-
Auditing the Digital Footprint of Your Advisor Business How advisors continue to grow without in-person events
-
Client Experience: Create a Positive Virtual Client Review Meeting Avoid “Zoom fatigue” and set up an engaging virtual experience
-
Advisors, We Have No Choice but To Evolve Does your comeback plan include the fact that your clients have changed?