Know More! Client Relations

Financial institutions must find ways to provide more value to their financial advisors while simultaneously promoting the institution's brand. Financial advisors must find new ways to quickly gather relevant information on prospects and clients, so advisors can build more meaningful relationships, close more deals, and provide more value to existing clients.

Introducing the Know More! Client Relations Program
An integrated suite of training and tools to help your advisors know more than they ever thought they could (or should) about their prospects, clients, and even their competition. Know More! includes the following Relationship Intelligence resources:

• World-class in-person keynote and workshop training sessions (watch a video to learn more)

  • See what people say about the Know More! Program

• Quarterly live Webinars plus access to the Webinar training library

• Award-winning and top-selling book customized with your brand (read what the experts have to say and also book reviews at Amazon)

• Downloadable Relationship Intelligence Know More! Toolbar featuring the best online resources for information on companies, people, and industries plus educational tools and more - all automatically updated as new content is added.

  • Your Know More! Toolbar is completely customized with your brand, and it contains your content and best practices library - embed your business-building resources and training directly in your Toolbar accessible by your advisors every time they are online.

  • Push messages directly to your advisors via their Know More! Toolbar.

  • ActiFi manages all of the technology infrastructure including support - no need to involve your institution's IT department.

  • Full reporting - you'll know how many advisors are using your branded Know More! Toolbar, how often, and what are the most popular resources

Download the Know More Program Information Packet

The Ultimate in Client Value - Know More! uses a proven training methodology, sales improvement process, and interactive technology to help your financial advisors find the inside information necessary to create, build, and leverage client relationships.

A Brand Enhancement Program Like No Other - The Know More! program includes in-person training, Webinars, an award-winning book, monthly e-newsletters, and downloadable Toolbar featuring your brand and content, ensuring your advisors associate your institution with business-building success. Know More! is a scalable, proven program that for the first time, offers you an interactive, engaging, and indefinite way to connect with your advisors.