ActiFi is well respected by the financial services industry press and the general press, and ActiFi personnel are frequently sought after for their opinions on the financial services world. In addition, ActiFi Research is considered highly objective and accurate, and it is often cited by financial services organizations in their own reports and proposals, and by the media.
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Dig Further into Social Media ActiFi’s Sam Richter Offered Online Searching Tips at the FPA Business Solutions Conference
Tips for Designing Workflow Automation Spenser Segal talked about Workflow Automation at the TD Ameritrade Institutional National Conference
Wisdom From ‘Beyond Buzzwords’ Practice Management Roundtable from AdvisorOne
Beyond Buzzwords: A day-long roundtable discussion with practice management experts in the advisor space from AdvisorOne
Pursuing Practice Excellence: The Advisor Perspective from AdvisorOne
Pursuing Practice Excellence: The Industry Perspective from AdvisorOne
Pursuing Practice Excellence: Where Advisors and Their Partners Part Ways from AdvisorOne
ActiFi Announces Advisor Success Series
Innovative Series Drives Advisor Success and Powers Institutional Programs
Plymouth, MN [January 21, 2015] – ActiFi today announced the launch of the Advisor Success Series, an innovative series of programs designed to help financial advisors run exceptional businesses. The Series will consist of reports, webinars, and online tools and resources developed through quantitative research, trend analysis, and best practices garnered from working with the nation’s top advisory practices and the institutions that serve them. Learn more at www.ActiFi.com/AdvisorSuccess. Read more below…Read past press releases...
ActiFi Announces Advisor Success Series – January 2015
Summit Business Media’s AdvisorOne and ActiFi Launch Breakthrough Advisor Practice Management Research – November 2011
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