Advisor Practice Management
SEI: Innovative solutions for creating and managing wealth, including asset management, investment processing and investment operations.
John Anderson is responsible for all programs focused on helping financial advisors grow their businesses, create efficiencies in their operations, and differentiate their practices. 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 He is also is the author of SEI’s practice management blog, 'Practically Speaking'. With SEI 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 clients located in the Midwest, Southern, and Southeastern U.S. regions for the SEI Advisor Network. He was also responsible for building a new-business development process and relationship management programs for the SEI Wealth Network® and selected advisory firms. Additionally, he was a regional director responsible for providing investment and business solutions to registered investment advisors in the upper Midwest. John has more than 30 years in the financial services industry. Before joining SEI, 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.SEI is one of the world’s largest managers of managers, and has used the most up-to-date research to anticipate changing investor needs, and create innovative solutions designed for individual and institutional investors alike. Our outsourced solutions in investments, practice management, technology and administration will save you time and differentiate you from your competition. For more information about our advisor network solutions, please contact me at firstname.lastname@example.org.
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