Wealth and Asset Management
SEI Identifies 4 Ways For Advisors To Boost Client Referrals In Any Market
While financial advisors agree that client referrals are critical to a firm’s growth, nearly half of advisors say they’ve asked only “a small percentage” of their clients for a referral, according to an SEI (NASDAQ:SEIC) Quick Poll released today. Additionally, only one in five advisors said that seeking referrals is…
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