Advisor Confidence Index (ACI)

Reflecting on 2006 and identifying business priorities:

Advisors rank relationships, services and alternative investments as key issues in 2007

At the end of the year, it’s a good time to reflect back on the past 12 months and consider your firm’s accomplishments, identify any opportunities for improvement and gain experience from lessons learned. At Practice Edge, we were also compelled to look back on the past year’s articles and review the different solutions and ideas presented to help advisors grow their businesses. In this month’s issue, we take a look at a few key themes that were discussed

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