John Anderson is the managing director of Practice Management for Independent Advisor Solutions by SEI. He has been with SEI for over 25 years and 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 conferences and industry forums. He is also the lead author of SEI’s practice management blog, Practically Speaking, found at seic.com/practicallyspeaking and has written or co-written 15+ industry whitepapers on topics such as advisory fees and the client experience. Alongside his practice management responsibilities, he also manages a team that provides investment research, case support, analysis and financial planning ideas to bolster the efforts of SEI’s advisors.
To learn how to generate more referrals and repeat business, visit:
Follow Luke Acree:
#MakeAMillionInRealEstate #StepByStepSalesMarketingTips #RepeatReferralBusiness