Show Your Work - Vendor Management Discussion with John Anderson

Guest Speaker: John Anderson - John Anderson is a Managing Director and Head of Practice Management for SEI’s Advisors Solutions network. John has over 30 years of experience in various roles in the financial services industry, has been with SEI for over 20 years, and is also the lead author of SEI’s practice management blog, Practically Speaking©, which is designed to help financial advisors improve client relationships and develop more effective marketing programs. LinkedIn: https://www.linkedin.com/in/seijohna/ Twitter: https://twitter.com/SEIJohnA

Topic 1: Practice Management and TAMPs Topic 2: Vendor Management Due Diligence Topic 3: How to Chose the Right Vendor for Your Firm Topic 4: Choosing a TAMP – Product, Capabilities, & Cost Topic 5: Practice Management Tips

Resources: Sign up for SEI’s free Independent Financial Advisors: An Evaluation Tool https://seic.com/knowledge-center/outsourcing-independent-financial-advisors-evaluation-tool?cmpid=ADV-LG-PODCAST-OUTSOURCING

SEI https://seic.com/

SEI Practically Speaking https://seicblogs.com/advisor-practice-management/ LinkedIn: https://www.linkedin.com/company/sei/ Facebook: https://www.facebook.com/SEICorporateHeadquarters/