 Remember prioritizing your existing relationships will ultimately lead to more referrals. Don’t overthink things; simplicity equals sustainability."
Rick Henn, ReminderMedia.
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Top 5 Things Advisors Would Change about Their Businesses
John Anderson | SEI Advisor Network, August 2014
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Summary: What would you change about your business? For many of you, it is all about marketing and new business development. In fact, according to a survey by Cerulli*, the average advisor only spends 15.7% of his or her time on new client acquisition. In Rick Henn’s SEI's Practically Speaking guest post, he outlines five simple things that advisors can implement with their marketing plans. Please enjoy Rick’s post.
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