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
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