Financial Advisors’ 2013 assets under management and compensation were the highest since 2007, according to a Fidelity Investments Advisor Insights study. Despite this, many advisors are falling behind when it comes to positioning themselves for future success, Fidelity found.

The study found that 95 percent of advisors grew their books of business in the last 12 months, and with average assets under management at $62 million and average compensation at $240,000, advisors seem to be enjoying near-term success. It also found that many advisors overlook important steps to help ensure long-term growth, including:

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