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
Tech Trends and Implications: How Financial Planning is Adapting A roundtable discussion with some of today’s foremost technology experts, including ActiFi’s Spenser Segal
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 and Advisor Impact Introduce New Client Engagement Program
Powerful Strategic Alliance Leverages Voice of the Client for Deeper Relationships
and More Effective Business Development
Plymouth, MN [December 3, 2014] – ActiFi today announced the launch of ActiFi Client Engagement, a unique program that combines the power of robust client feedback with the tools, support and resources to build more engaged and profitable client relationships. ActiFi Client Engagement will be powered by the Client Audit, Advisor Impact’s industry leading client feedback program. Read more below…Read past press releases...
Summit Business Media’s AdvisorOne and ActiFi Launch Breakthrough Advisor Practice Management Research – November 2011
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