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Summary: The successful advisors I know typically have a marketing plan all year long. What is interesting to me is that many of them have a strong fourth quarter push. If you don’t have a plan or a fourth quarter push, the good news is that it is not too late. You can get started today — but you are running out of time.
 So, one quarter of the revenue doesn’t really move the needle on a large book of business, but it will be great next year, when you have all four quarters to work with the client."
John Anderson, Head of Practice Management Solutions, SEI Advisor Network.
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