Blog Entries by John Anderson, Managing Director, SEI Advisor Network

Just Let It Go: Outsource the Day-to-Day and Focus on Your Mission

John Anderson, Managing Director, SEI Advisor Network

If you are a financial services business owner, you juggle multiple tasks everyday – from marketing, investments, planning and more. I believe success really comes down to how we manage our time and resources. Every day we have to ask ourselves, “what is the best way for me to spend my time?”..Read More »

Why Your Clients Can’t Distinguish You from Other Advisors – and What to Do About It

John Anderson, Managing Director, SEI Advisor Network

Real planning takes time, focuses on goals, and reports on progress to goals. It also takes communication of the short term and long term benefits. Can your client clearly articulate your process? Can you show them?..Read More »

Blogging Your Way to Success: 6 Steps for Advisors

John Anderson, Managing Director, SEI Advisor Network

I’d like to share some of the major lessons we learned in creating and growing our blog – and give you some food for thought about blogging as a way to engage with your prospects and provide another service touch with your clients...Read More »

5 Ways Advisors Can Spring into Action and Grow

John Anderson, Managing Director, SEI Advisor Network

We spend a lot of time talking about differentiating your services for clients and prospects in order to grow. But to me, there are two types of growth – top line and bottom line – and an advisor has to pay attention to both..Read More »

3 Ways to Structure Your Fees – and 3 Concrete Ways to Communicate Your Value

John Anderson, Managing Director, SEI Advisor Network

“Fees are only an issue when value is questioned.” I’m not sure if that’s a quote from someone or something that I made up, but either way, you get the point. Your clients will most likely never question how much you charge for your services if you are providing real value...Read More »

Stick a Fork in Your AUM Fees: Price Your Services Based on Your Value

John Anderson, Managing Director, SEI Advisor Network

Look at advisory fees as being at a fork in the road, due to the influence of a more educated client, demands for more transparency, client “validators” and the growth of robo-advisors...Read More »

Advisors’ Morning Cup of Links: Blogging, De-stressing, and Getting Feedback

By John Anderson, Managing Director, SEI Advisor Network on Thursday, February 5th, 2015

John Anderson, Managing Director, SEI Advisor Network

Since you are reading this blog, hopefully you realize that blogging is a great way to communicate your message and show some personality...Read More »

Trends and Advice for 2015: John Anderson

John Anderson, Managing Director, SEI Advisor Network

The industry is maturing and frankly so are many advisors. With the average age of financial services business owners creeping towards 60, many advisors focused on activities that added significant enterprise value to their firms...Read More »

Advisors: Do you Have a Job, a Practice, or a Business?

By John Anderson, Managing Director, SEI Advisor Network on Thursday, December 18th, 2014

John Anderson, Managing Director, SEI Advisor Network

Thanksgiving is my favorite holiday. That said, one of my least favorite Thanksgiving traditions involves trying to explain to distant relatives and others exactly what I do for a living. Believe me, I have taken my own advice and have a beautifully crafted value provision that fits my targeted clients...Read More »

Is Your Plan Focused on the Right Indicators

By John Anderson, Managing Director, SEI Advisor Network on Thursday, November 13th, 2014

John Anderson, Managing Director, SEI Advisor Network

For years as a wholesaler and a manager, I discussed lagging and leading indicators as they related to the money manager selection process. To me it was very simple. The performance of a manager is usually a product of his/her process and people, the leading indicator. As you think about business planning for 2015, shouldn’t you be focused on the leading indicators too?..Read More »