Financial advisors are not immune to the hopeful thinking that pervades a new year, and many resolved to make their businesses better during 2017.
SEI Advisor Network asked more than 900 advisors what their resolutions for their firms were for 2017 and they came up with some interesting choices. Now each has to see if he or she can keep the promises made to themselves.
“Every year, financial advisors’ New Year’s resolutions point to ways to grow their businesses” and increase services for clients, says John Anderson, managing director and head of practice management services for the SEI Advisor Network. Following are the top 10 resolutions of the survey respondents.
No. 10. Enhance presence on social media.