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ActiFi in the News:
 10 Top Tech Trends for BDs
At the annual FSI OneVoice conference on Tuesday, Spenser Segal moderated a discussion meant to inform the attending independent broker-dealer executives about the 10 top technology trends that are affecting IBDs already and those that are likely to do so in the near future. read more...
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News You Can Use:
 10 Steps to Twitter Success for Financial Advisors
Twitter is a cultural phenomenon. Here are 10 tips to help financial advisors start taking advantage of this popular and powerful social media tool.
read more...
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 Wealth Managers Who Eschew Social Media Risk Losing Relevance
When it comes to acquiring and retaining clients, social media channels are on their way to becoming as important as traditional media channels for wealth managers, according to a study from Celent.
read more...
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 Want to communicate better? Tell a story
Explaining bond interest or talking about an apple tree that bears fruit: Which approach to shedding light on yield is more illuminating for clients and prospects? read more... |
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in this issue:
additional items:
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From the ActiFi Blog:
How Setting Yourself Apart as a Speaker Can Help Your Firm
Growing your business and enhancing your personal brand in a competitive field means putting yourself “out there.” One of the ways to do this is to make presentations at conferences and seminars.
Read the ActiFi Blog to Learn More.
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Web Resources
10 Free iPhone Apps We Can't Live Without
Here are ten iPhone apps that won't cost you a penny.
read more...
Increase Productivity Using Microsoft's Quick Part Gallery To Create Template Emails, Letters, And Other Documents
The Microsoft Quick Part Gallery is where you save text, links, and other document parts. Create your own gallery of content parts, and then insert them in documents when needed.
read more...
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