You've got a whole new year looming on the horizon. So what can you do to make your clients happy, and help improve your own personal fortunes in 2013?
The SEI Advisor Network offers the following 10 suggestions to help turn things up a notch in the New Year, and create a more client-focused business … and create more business in the process.
Get Back to Business Basics – Just like any business, it's important for advisors to revisit their everyday procedures and practices to make sure they align with real business goals. By getting back to the basics advisors can focus on delivering the best client experience and achieving long-term business success.
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