• 66% – Percentage of advisors who say their top priority this year is to “create new initiatives to increase sales and grow business.”
  • 55% – Percentage of advisors who say would like a coach to advise them on business development.
  • 42% – Percentage of advisors who plan to use client referrals as their main source of business growth; 32 percent will nurture professional relationships to add referrals.
  • 30% – Percentage of advisors who say they will increase “outbound communications” with clients as a way to improve communication.
  • 25% – Percentage of advisors who say they will increase the frequency of client review meetings in order to improve client communication.
  • 23% – Percentage of advisors who are developing a new approach to review meetings.

Source: SEI Quick Poll