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Practice Management > Building Your Business

Advisors: Peers make the best teachers

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66% of advisors say their top priority this year is to “create new initiatives to increase sales and grow business.”

55% of advisors say they would like a coach to advise them on
business development.

42% of advisors plan to use client referrals as their main source of business growth; 32 percent will nurture professional relationships to add referrals.