|
Press Release
AdvisorOne/ActiFi Launch Breakthrough Advisor Practice Management Research
This comprehensive study will define practice management, identify key needs and capabilities, and determine key gaps and opportunities.
read more...
---------------------------------------------------
ActiFi in the News:
Practice Management Primer, Pt. 5: Accurately Measure Your Success
Discover why it is essential that you accurately measure your success when implementing practice management changes. One recommendation:
use a KPI.
read more...
---------------------------------------------------
News You Can Use:
 LonelyTraining Manual Looking for New Life
Has your firm invested substantially in writing an employee training manual? Why not document these processes in a CRM system that provides real time tasks to employees with directions on
how to complete their duties?
read more...
---------------------------------------------------
 LinkedIn Tip: How to Find the Right Group for You
With more than 1 million LinkedIn Groups, finding the one that best suits your needs can be quite a challenge. But now, with LinkedIn's new Groups Statistics dashboard, you can make an informed decision.
read more... |
|
in this issue:
additional items:
--------------------------
From the ActiFi Blog:
Create Your Marketing Materials: Sound Bites
As much as you want to have the benefits of a higher profile, you also want to make sure that you’re not exposed to risk because of media coverage. Those risks could come in many forms, including potential lawsuits, so it pays to make sure that the information you’re putting out there is sound.
Read the ActiFi Blog to Learn More.
--------------------------
Web Resources
20 Best Browser Apps of 2011
Whether you want to stay on top of your to-do list, find out who is tracking you online, or sling a few birds at pesky pigs, here are 20 apps that are well worth your time. read more...
|
