Solutions for Manufacturers/Wholesalers

Getting in front of the people who can purchase your products is difficult. Financial advisors quickly dismiss self-serving promotions. How can you provide real value, in a way that promotes your brand, every day?

Roadmap

Some of the world's top custodians and broker/dealers use Roadmap every day, with some of the world's finest financial advisory businesses. As a manufacturer or wholesaler, you can sponsor Roadmap and promote your brand and information at a critical time—when the advisor and his/her coach are making important business decision.

• Learn more about Roadmap and how it can promote your product at the right time.
  
  

Know More! Client Relations Program

Know More! is one of the top-rated sales/relationship training programs in the world. What makes Know More! unique is not only the training, but the tools that make practicing what is learned easy and fun. Your firm can sponsor Know More! training and embed your brand and content directly on the advisor's browser, to be seen and used EVERY TIME the advisor is online.

• Learn more about Know More! and how it can promote your brand and solutions.
  
  

Business Evaluator

Evaluator helps advisors as they consider changing their business models. As a manufacturer or wholesaler, you can sponsor a "retail" version of Evaluator offered to every advisor in the world, embedded with your messaging and content.

• Learn more about Evaluator and how it gets your products in front of advsiors.
  
  

Enterprise Consulting

What are best practices as they relate to business processes, technology, marketing, sales, and more? ActiFi works with some of the world's top financial services institutions and can help you solve your challenges in new, fresh ways.

 

• Learn more about how ActiFi can help bring your business goals to life.

Keynotes and Seminars

Motivational and practical programs are often hard to come by. The typical motivational speaker has little knowledge of the financial services industry. Those with industry knowledge often lack the speaking ability to motivate. ActiFi features a team of world-class presenters, rated by firms as the top in the industry. Your firm can sponsor an ActiFi program for an upcoming conference, or national educational tour.

• Learn more about how ActiFi can help make your next conference one of the best ever.