 2013 was a very good year for many advisor firms and the resolutions show they are thinking about building on their successes.”John Anderson, head of practice management, SEI Advisor Network. |
Summary: Increasing the number of referrals they receive from current clients is the No. 1 goal for 2014 for financial advisors, according to a survey by SEI released Monday. SEI, a global provider of asset management, investment processing and investment operations solutions for institutional and personal wealth management based in Oaks, Pa., found that 85 percent of advisors polled want to increase their referrals next year.
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