Wealth Professional | New Year’s resolutions advisors plan to keep
A survey of 800 financial advisors is yielding a top five list of New Year’s resolutions, all set to grow business in 2014 assuming, of course, you keep them.
The findings come courtesy of the SEI Advisor Network, an asset and practice management provider in the U.S., and capture the strategic thinking of hundreds of investment advisors plying their trade in an increasingly competitive environment.
Their resolutions for 2014 reflect their collective priorities and, in some ways, the best practices of the industry.
Without further ado, your Top Five Resolutions for 2014: