1. No surprise here, but most advisors are absolutely resolved to win more referrals from their existing clients, what experts consider the single best way to grow business in 2014 or any year.
SEI is offering some advice to help you meet that goal.
“It’s best for advisors to define their ideal ‘five-star client’ and provide the description to their clients. That way, clients will better understand what their advisors are looking for and will be more engaged in the process.”