Tuesday, December 31, 2013

Advisors List Their Resolutions For 2014


Advisors List Their Resolutions For 2014

Advisors’ top resolutions for 2014 include increasing referrals from current clients (85 percent), boosting their office efficiency (67 percent), integrating technology (59 percent), meeting influential industry experts (59 percent) and being more selective about taking on new clients (48 percent), according to a poll...




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