Financial Advisors Solutions Overview

Are you a successful advisor who is ready to build the value of your business, bring on more staff, and improve the client experience? Do you see your gross income increasing but your bottom line decreasing? Would you like to embed compliance into your processes? If you answered yes, then ActiFi has an Advisor Solution for you.

At ActiFi, we work directly with financial advisors to build systematized, scalable businesses with the ultimate goal of increasing profits and business value. Via our consulting services, program implementation, proprietary technology products, and training/coaching, our Advisor Solutions help firms increase efficiencies, eliminate bottlenecks, improve sales and marketing, and provide a consistent level of best-practice client service.

ActiFi Advisor Solutions Include:

• Going Independent - Starting an advisory practice, whether as part of a firm or as an independent practice, is a big decision. You don't have to do it alone with ActiFi's Going Independent Program.

• Business Evaluator - Take the guesswork out of advisory practice business decisions on everything from starting your practice to what technology solutions you should implement.

• Practice Assessments - Where are you today? Where would you like to be tomorrow? What is your plan for reaching your objectives? Includes technology assessments, e.g. which CRM system is right for your firm and your goals.

• Values/Vision/Mission - Help define your firm's core values, vision, and mission and use them to craft a business strategy and practice differentiation.

• Process Workshops - Map out your workflow and create efficiencies and consistency for every process your firm undertakes, down to the minute task level.

• CRM Configuration - Embed your best-practice workflow and automate tasks directly into your CRM system, creating massive efficiencies and ensuring that every client-facing task is done correctly, on time, every time, by everybody.

• Coaching/Training - Implement best practices in your business; learn new ways to grow your practice and provide exceptional client value.

• MarketingPro Marketing Coaching and Implementation - Strategic coaching providing you innovative ideas, plans, and proven programs that directly generate new revenue, and strengthen your existing client relationships.

• Market Your Financial Practice - An online strategic marketing tool that helps you assess, plan, implement, and monitor programs based on the Four Pillars of Marketing. Complete with expert help.

• Client and Prospect Intelligence - Get the information you need on people, their companies, and their industries so you can make a great first impression, and ensure you're providing meaningful value.

• Client Advisory Boards - Stop guessing what your clients want and instead, involve them directly in the success of your business via a facilitated Client Advisory Board.

• Fiduciary Assessment - Ensure that your firm is following best practices as a client fiduciary; developed in partnership with Fiduciary Analytics/Center for Fiduciary Studies.

• Practice Management - Ensure that your back-office functions, from technology to investment committees to human resources, are aligned to provide the highest service levels at maximum efficiency.

• Virtual Employee - Whether it's CRM configuration or marketing and sales assistance, you can add an ActiFi team member to your practice for a defined period and/or a specific project.

• Best Practice Research - Find out what's new related to technology and practice management, and how the best firms are implementing programs for maximum results.