Welcome to the January 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
Join ActiFi at FSI
ActiFi in the News
News You Can Use
ActiFi Blog
Web Resource of the Month
Join Us at the FSI Conference - Jan. 25 - 27
Make sure to stop by the ActiFi booth
Are you attending the Financial Services Institute Conference in New Orleans, January 25 - 27? If you are, make sure to stop by the ActiFi booth and learn about our three programs for broker-dealers and custodians that are getting rave reviews:
These three programs are helping financial institutions provide a level of business-building value unprecedented in the financial services industry. If you'd like to schedule a meeting with ActiFi while you're in New Orleans to learn more, please contact Tom Rozman at trozman@actifi.com or 763.746.1296
ActiFi in the News
This article discusses TD Ameritrade's customized version of ActiFi's Roadmap program. In the year since the program was launched, 700 firms have requested and received 2,349 Roadmaps. Sixty percent of those reported an increase in assets or accounts in the “first six months of implementing,” the recommendations. Read the full article...
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News You Can Use
Business Use of Social Media Surges
The use of Facebook, Twitter, and blogs for business purposes has skyrocketed in the last six months. Although the compliance issues related to social networks are still being sorted out, this article discusses how other businesses are using these one-on-one connection tools. Read more...
Get a Discount at the Upcoming Business Solutions Conference
FPA Business Solutions 2010 presents the latest thinking, trends, techniques and advice from some of the profession's most experienced practitioners, consultants and content experts. Use the code BSC10SS when you register and save 15%. Register online...
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ActiFi Blog Post
Sam Richter discusses the changes that are going on in the marketing world and how they may impact advisors. Many small businesses are reallocating their marketing spending from traditional to online, including social networks. Will advisors follow this trend? Read more...
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Web Resource of the Month
Have you checked out Google Labs lately? If not, it's worth a peek. The area, reserved for application and tool prototypes not yet ready for prime time, houses some cool (and crazy) ideas. Visit Google Labs and see what's in store.
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Please contact us if you have any questions or need additional information about ActiFi.
