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Life Health > Annuities

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.

30% of advisors say they will increase “outbound communications” with clients as a way to improve communication.

Source: SEI Quick Poll