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SEI Advisor Network

Technology: Friend, Foe, Lifesaver, Timesuck? edit
Tuesday, May 22, 2012 20:10

Tags: advisor technology | practice management | technology

Full disclosure: Back in college, I took four computer programming courses and even worked as a summer intern programming (in BASIC!) for a large financial services company. My friends ask me to help them set up their sound and video systems and my neighbors quiz me about social media and new devices. I am first in line for most new technology gadgets and toys. I guess you could say I let my geek flag fly.  And, even as an admitted geek, I’m a little uneasy about what I see in our business today, technologically speaking.

 

Read the full blog post from John Anderson's blog, Practically Speaking

 

John Anderson
Managing Director, Practice Management Solutions
SEI Advisor Network
 
John Anderson is responsible for all programs and solutions that are focused on helping financial advisors grow their businesses, create efficiencies in their operations, and differentiate their practices.  He is also the author of SEI’s practice management blog, “Practically Speaking”.  Alongside his practice management responsibilities, he manages a team that provides investment research, case support, and analysis to support the efforts of SEI’s advisors. 
 
With SEI for over 17 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 25 years in the financial services industry. He is a frequent speaker at broker-dealer conferences, client seminars, and other industry forums. 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.

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