Summary: A vast majority of advisors are predicting a good market next year and a large group say they are excited about the prospects, according to an SEI Quick Poll of 463 advisors released Wednesday.
 Segmenting by client needs and goals allows advisors to create tailored communications and provide more relevant service offerings, rather than taking a one-size-fits-all approach.”Steve Onofrio, senior vice president, sales and service, SEI Advisor Network. |
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