Keynotes & Seminars
 |
ActiFi's team features recognized experts in virtually all areas of the financial services industry and from the business world. Whether it's working with a start-up independent advisory firm or providing keynote or breakout sessions at a company or industry conference, ActiFi programs are based on real case studies, success stories (and some failures), and industry best practices. The ActiFi team features world-class presenters and trainers, and ActiFi programs consistently rank as the highest rated at company programs and industry/client conferences.
|
"On a scale of 1 to 5, with five being the highest, you rated a 5.1! (No, my arithmetic is correct, someone rated you a 6.) These are the highest ratings ever—and over the years we've had dozens of top-notch speakers!"
|
Presentations can be customized for particular companies and/or audiences. Presentations range in length from 30-minute keynote addresses to half-day seminars. All presentations can be modified for an interactive Webinar format. References are available upon request. For booking information, and for the ActiFi speaker fee/expense schedule, please contact us.
ActiFi Presentations
Increase Profits, Increase Value:
How a Systematized Business is Your Roadmap to Success
Length: 45 minutes to one hour
Recommended Audience: Advisor conferences
Did you know that advisors who spend 60% of their time with clients see profits SIX TIMES greater than advisors who spend half as much time? That sounds good in theory, but how could you possibly spend twice as much time with clients as you do now, when you have a business to run? A systematized business is the answer.
A systematized business is one that is efficient and highly profitable and has a book value much higher than the industry average. Most important, a systematized business can be a reality for an advisory firm. In this dynamic presentation, you will learn:
- The practical steps you can take to turn your high-level business objectives into reality.
- Specific strategies and tactics to implement processes that will help you systematize your business.
- How a CRM system can act as a workflow/process engine rather than just a glorified Rolodex.
- Tools and techniques for documenting workflow, providing the blueprint for embedding and automating tasks into your firm's CRM system.
- Embedding fiduciary best practices into your daily activities.
- Creating a "way of doing things" for your firm, ensuring a consistent client service level by everyone in your firm, every time.
- How to translate process into achievable, measurable results.
This presentation offers high take-home value, and all attendees receive complimentary access to RoadMap, ActiFi's proprietary online advisory practice improvement tool.
Know More! Relationship Intelligence
Length: 3 to 4 hours
Recommended Audience: Conferences, executive training, company retreats.
Intended for anyone who meets with prospects.
Relationship Intelligence is the key to a successful prospect call, and an exceptional way to provide value to existing clients. When you know more about the other person, you're better able to relate on a personal level, build more meaningful connections, tailor your offerings, and ensure relevancy.
In this session, you'll discover Web search secrets even the pros don’t know. From Google search tricks to free premium databases; from the "Invisible Web" to leveraging social media as an "intelligence agent," you'll learn how to quickly find the information you need to make a big-time impression with any prospect, and build deeper relationships with any client.
Every attendee will receive full use of the "Warm Call Resource Center" and downloadable toolbar featuring direct access to the resources discussed during the presentation. Attendees can also receive either a full copy or an e-book version of the top-selling Take the Cold Out of Cold Calling book, which describes in detail how to practice what is learned.
Put the Relate Back Into Client Relationships
Using Online Information to Build Meaningful Prospect and Client Relationships
Length: 1 to 4 hours (Longer presentations allow for more examples and in-depth instruction)
Recommended Audience: Business seminars, advisor conferences, employee meetings, sales meetings, educational seminars, industry events
We've all been taught to practice the "Golden Rule" – do unto others as you would like it done unto yourself. Although meaningful at times, what most clients want is the "Platinum Rule" – do unto others as they would like it done unto themselves. How do you practice the Platinum Rule? By understanding and knowing what the other person cares about!
In "Put the Relate Back Into Client Relationships," you'll learn the value of the "Fourth R" – Research – and how to find and use information to build relevant, deeper, meaningful, and valuable relationships based on what your client cares about. You will learn:
- How to build value-based relationships with prospects so when they're ready to buy, you're the first person they call.
- Search engine secrets and the "Invisible Web" to find great information the first time, every time.
- How to locate industry and company data and how to use it to help your clients succeed.
- How to get the inside scoop on people, their experiences, and what they care about.
Every attendee will receive full use of the "Warm Call Resource Center" and Downloadable Toolbar featuring direct access to the resources discussed during the presentation. This nationally sought-after presentation will fascinate you (and scare you) with the amount of information that you can find online, once you know where and how to look.
Aligning Your People, Your Processes, and Your Technology:
"Get back into the groove…"
Length: 1 to 2 hours
Recommended Audience: Advisor conferences, break-out sessions
There are common themes most businesses, including financial advisory practices, have as they grow. Do any of these sound familiar?
- "My business has really grown but we're stalling out, and I'm frustrated that my staff doesn't do things the way I do them."
- "We have a great team, but we don't seem to be able to deliver consistent service to our clients."
- "I just bought the latest and greatest new technology. It seems cool, it works just like the sales person (who told me it would solve all my problems) said it would…but nobody seems to be using it."
Many growing businesses naturally get out of alignment. With growth comes added complexity. When times were simpler, adding new people, changing your offerings, and/or adding technology could provide an easy, cost-effective way to solve problems or increase growth. But now, it seems like every change is "painful" – filled with bottlenecks, lost opportunity cost, and frustration.
As you grow, it's important that you look at your business as a system. How do the key components align? Today's opportunities require a more multi-faceted approach that takes into account the interactions between people, process and technology.
In this program you'll receive practical, real world advice on getting back into the groove. You'll learn how to assess your business from a people, process and technology perspective. You'll learn how to envision what the future could look like, and how you can craft a plan that can realistically allow you to achieve your objectives.
My CRM Can Do That?
How Customer Relationship Management Can Become Your Firm's Growth Engine
Length: 1 to 2 hours
Recommended Audience: Advisor conferences, break-out sessions
It's been said that this is the "age of customer relationship management." However, most financial advisory practices haven't yet adopted a CRM system, or if they have, this powerful software acts as nothing more than a glorified Rolodex. Occasionally, you'll find the rare firm that has taken full advantage of a CRM system's workflow and automated task capabilities. What's interesting is that these firms are typically ones that have revenues far greater than the norm. Coincidence? In this presentation, you'll learn:
- How to go beyond client data management to creating a CRM system that becomes your firm's central nervous system.
- The true costs and benefits of CRM and if it's right for your firm.
- How to sort through the universe of CRM vendors and choose the right one for you.
- The power of mapping process and workflow before you implement CRM—configure your system right the first time and avoid costly mistakes.
- The keys to overcoming CRM staff adoption—early involvement, patience, carrots, sticks, rewards, and public shaming.
- How to effectively leverage vendor support and consulting services—you don't have to do it alone.
If done correctly, CRM can become your firm's growth engine. It can create consistency, improve client service, increase efficiencies, eliminate bottlenecks, reduce risk, and generate more time for you and your staff to spend with clients and prospects.
Top 10 Tips for Marketing Your Financial Practice
Grow Your Business Like a Big Firm, with a Small Firm Budget
Length: 1 hour
Recommended Audience: Advisory conferences, industry events
Marketing is an art and a science. However, that doesn't mean it has to be difficult or expensive. With the wide variety of new marketing tools available to financial advisory firms, it's easy to make a big-time impact with a small-time budget. In "Top Ten Tips" you'll learn:
- How to think like your client, identify your best ones, and find more of them.
- The power of a “mantra” and how to use it to craft your communication strategy.
- An easy test to judge your marketing effectiveness.
- Tips on getting other people to tell your story.
- Simple ways to manage your online reputation and make sure you’re found.
- The power of social networks.
- Email marketing that gets read and appreciated.
- And more!
Whether you have a full-time marketing director or marketing is something you currently do once everything else on your schedule is complete, you'll leave this presentation with practical, easy-to-implement ideas that will help you differentiate yourself from the competition.
M&M Business Planning
Your Passion, Your Values, Your Advisory Practice Success
Length: 1 to 2 hours (Longer versions allow for interactive exercises)
Recommended Audience: Keynote presentations, advisory conferences, prospect meetings (e.g. "breakaway brokers")
Whether you're starting or growing your advisory practice, it's imperative that you align your passion and values with your organization's mission (or vice versa). When you do, you're more effective as a leader, you focus on providing value to all key constituents, and you attract and retain better employees. When you don't, you can be effective in the short term, but over the long haul you'll be unhappy and your organization's performance will suffer.
M&M Planning shows a simple process of how identifying and aligning your personal passion and values with your organizational values can lead to a clear business focus, mission, strategy, and ultimately, margin. In M&M Leadership, you'll learn:
- Exercises to identify your personal and organizational values.
- How to align your core values with your business passions, ensuring you'll enjoy your work every day.
- How you can craft a meaningful and believable mission statement.
- How to determine your organizational focus – how to be the best in YOUR world.
- What an internal corporate mantra is, how it is different from a mission statement, and why having a mantra is critical to communicating your vision and motivating employees and other key constituents.
- How your passion, values, mission statement, and mantra work together to differentiate your organization from the competition and help guide strategic decisions.
Without Margin, there is no Mission. Without Mission, there is no Margin. Whether you're a breakaway broker starting your own firm or a billion-dollar-AUM practice, the lessons learned during this presentation will help align "who you are" with "what you do" and "how you do it," providing guidance as you build and modify your business or strategic plan.
Think/Thank:
And Other Rules for a Purpose Driven Life
Length: 30 to 60 minutes
Recommended Audience: Keynote presentations, employee meetings, client/advisor conferences
Does it ever seem like work is all-consuming and that your priorities are out of whack? Are you sometimes on edge with how you deal with others, or feel disappointed when family, colleagues, and friends don't meet your expectations? In these challenging times, it's easy to get frustrated and worry over things where you have no control. It doesn't have to be that way.
In "Thank/Thank" you'll learn some practical rules and easy-to-implement ideas that will help you put purpose and meaning back into your work, and your life. Unlike other motivational programs that ask you to make major changes, "Think/Thank" will show how simply re-framing your thoughts and implementing some practical tips can make a dramatic difference in how you view your world, and how you treat others.
In addition, the concepts you learn can be shared with colleagues and even clients, helping them put into perspective what's important. These thought-provoking ideas told through humorous and poignant stories of success and failure will inspire you, and make an immediate impact in your professional and personal performance.
What Attendees Say About ActiFi Staff Presentations
 |
-
On a scale of 1 to 5, with five being the highest, you rated a 5.1! (No, my arithmetic is correct, someone rated you a 6.) These are the highest ratings ever—and over the years we've had dozens of top-notch speakers! The information you shared was so powerful and practical…your applications to sales and business development was right on target.
-
The day after the presentation, we used the techniques taught to us and we closed a major deal! What we learned is having a direct and major impact on our success and our bottom line.
-
Your knowledge of the subject matter is excellent. I liked the real-life examples and the speech had high take-away value. It had direct application to both professional and private issues.
-
You were fabulous! I liked your knowledge and personalized presentation and you moved along through the presentation at a good speed.
-
Amazing! I walked away with enough great information to make this one session worth all of the expense and time of the conference. My #1 favorite.
-
Our organization's best speaker yet!! Your information is EXTREMELY useful!
-
One of the best presentations I've ever experienced. The entire presentation had full take-away value.
-
The presentation was completed on time and I'd give it an A+. The pace was good - not overly long, single dissertations. Very informative and useful.
-
Excellent presentation with a wealth of information that we will use immediately. Highly recommended!
-
Outstanding information and delivery. The presenter was very open and willing to adapt to the group's needs. He had great take-home materials.
-
The presenter's strengths were his really good, useful information and that he was enthusiastic and engaging. He is a great presenter!
-
You had the most advanced level of knowledge I've ever seen. I liked that you had very good visuals and spoken integration, causing fast learning.
-
The presenter was very knowledgeable. He has an excellent presentation style and kept my interest. Plus, he had the "personal" touch. The research he did that he included in the presentation was amazing.
-
Hands down the most practical presentation we have had – ever!
-
Engaging, entertaining, a lot of energy. Excellent resources and take away material.
-
Your presentation was thoroughly engaging and involved and held the attention of everyone in the room. The most telling indication of your success however was in the number of references made on your talk over the conference's next three days. You were brought up many times in both the formal programs and the informal conversations and received universally great comments in the after-program survey—including a review of "priceless."
|
 |
 |
 |
Presentation Requirements
Requirements for presentations include a large screen (presentations are very visual), a microphone (wireless lapel preferred) and LCD projection system. A room that can be slightly darkened is also necessary. Internet access is not necessary but may be beneficial for longer programs where the audience would like to see programs/products, especially as they are relevant to answering participant questions.
