Welcome to the April Issue of ActiFi's People, Process, and Technology newsletter. Each issue features stories, news items, and ideas to help financial advisors improve their business. Please share this E-Newsletter with colleagues and friends.
Table of Contents
Solution of the Month
ActiFi in the News
News You Can Use
Web Resource of the Month
Solution of the Month
It's a fact. Studies show that if you have information on your prospects that you're twice as likely to close the deal. Even if the prospect is a referral, knowing about the person and their company helps you ask better questions, and helps you make a great first impression.
Download Prospect Intelligence Tools at www.actifi.com/pi
ActiFi's Prospect and Client Intelligence program helps you find information on people and what they care about. Whether using our free do-it-yourself tools or our "we do it for you" program, you'll find that knowledge truly is power.
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ActiFi In the News
In today's economy, firms that rise to the challenge, improve efficiencies, increase client service, and build better businesses will be rewarded with new clients. In the March issue of Financial Planning Magazine, Joel Bruckenstein picks his Top Tech Tools for a Tough Economy. Under the TD Ameritrade section, he highlights the TD Roadmap program, powered by ActiFi, and said: "Of all the tools we previewed for this story, Roadmap was the most impressive of all."
Read an the full article
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News You Can Use
Back to the Future
Why didn't anyone see the current economic crisis coming? How come the experts didn't predict the collapse of the mortgage and housing market? Maybe some did. Go back in time to a 1999 New York Times article. Pay special attention to the quote from Peter Wallison.
What Makes a Leader
In challenging times, businesses with true leaders rise to the top. Is true leadership a title? Or, are there traits that leaders have that propel a business and its people forward? Mark Tibergien discusses seven core leadership attributes in this insightful article.
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Web Resource of the Month
Looking for information on people? Try Pipl. Pipl searches the "Deep Web" including social network sites, blogs, company sites, and more. It will even locate documents where a person is mentioned. Give Pipl a try.
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Please contact us if you have any questions or need additional information about ActiFi.
