Advisors: Peers make the best teachers

• 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