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.
AREAS OF EXPERTISE
- Independent Advisor Solutions's programs and services
- Creating operations efficiencies for independent advisors
- Growing and differentiating independent advisors' practices