Growing Your Business in a Virtual (and Hybrid) World

Date: Wednesday, August 26, 2020
Time: 2:00 pm - 2:45 pm

Description

Join John Anderson, SEI’s Managing Director, for this informational session focused on advisory business in a post-coronavirus world. During this webinar, John will cover the following trends and discuss ways advisors can engage their clients and enhance their service model:

• Many advisors report decreased new client activity
• Zoom, WebEx, Skype etc. are becoming the norm in engaging existing clients
• Investors are using technology to seek out advice, manage finances and trade information
• Mental mindsets need to change to attract new business

Speaker

John Anderson

Managing Director of Practice Management Solutions
SEI

John Anderson is the Managing Director of Practice Management Solutions 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, John also manages a team that provides investment research, case support, analysis, financial planning ideas and personal trust investment support to bolster the efforts of SEI’s advisors.

Presented by:

Registration Fees

Registration TypeFee
FSI MemberComplimentary
Non-Member$29