A small but relevant poll by SEI Advisor Network released last week hit the nail on the head for financial advisors.

Not surprisingly, 66% of advisors surveyed indicated their top priority this year is growing their business. Client referrals won the race as the leading choice of how to bolster assets under management, followed by solidifying professional relationships for referrals and creating a marketing plan.

Register or login for access to this item and much more

All Financial Planning content is archived after seven days.

Community members receive:
  • All recent and archived articles
  • Conference offers and updates
  • A full menu of enewsletter options
  • Web seminars, white papers, ebooks

Don't have an account? Register for Free Unlimited Access