 y goal is to kick off the year with a list of things I will STOP doing. Cutting back on these activities, will allow me to focus more effectively on the things that are left.”Michael Kitces, partner, Pinnacle Advisory Group. |
Advisors Vow to Communicate Better Next Year
Murray Coleman, Chris Latham, Joan Warner | Financial Advisor IQ, December 2014
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Summary: Every December, SEI polls a few hundred financial advisors on their New Year’s resolutions. Unfortunately, because it’s a multiple-choice survey, the results tend to look pretty much the same from year to year — with most respondents saying their No. 1 goal is to get more referrals. So we called a handful of our favorite sources and asked them to tell us in their own words what they want to do differently beginning in January.
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