Originally presented at FPA Annual Conference 2019, a brainstorming session between SEI and FPA quickly grew into a larger quest to more deeply explore the current and future states of the advice profession. We know that the pace of change today is likely the slowest it will ever be. We also know that with few exceptions, financial planners are not changing their ways or preparing for a client-centric experience. We need to get ahead of this shift rather than take a wait-and-see approach. Planners need to start planning and create meaningful new ways for their clients to interact with them.
Managing Director - Head of Practice Management, SEI
John Anderson is the head of Practice Management Solutions for Independent Advisor Solutions by SEI. With SEI for almost 25 years, he is responsible for all programs focused on helping advisers 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. John has co-authored over 15 industry whitepapers on various topics including: Fees at a Crossroads and The Next Wave of Advice Management. He is the lead author of SEI’s practice management blog, Practically Speaking, found at seic.com/practically speaking.