ACCELERATING ADVISOR SUCCESS
As custody, broker/dealer, and clearing services become increasingly commoditized, research conducted by ActiFi reveals that financial institutions that focus on building deeper, value-driven partnerships are winning with advisors and grow at an accelerated pace compared to their competitors.
For more than 15 years, ActiFi has advised and guided financial institutions that are serious about accelerating advisors’ success in three meaningful ways:
- Empowering advisors to effectively meet their business goals
- Capitalizing on the programs and tools they already offer while expanding into new areas, e.g., financial planning, integration tools, client data management
- Enhancing corporate management systems
IN THIS PAPER, we share best practices for the benefit of those who lead or work with individual advisors and advisory practices at financial institutions that want to help them become more successful. It sheds light on strategies, tactics and programs financial institutions can implement to accelerate the success of their advisors.
Our track record demonstrates how financial institutions that invest in solutions focused on advisor success reap significant benefits:
- Attract and retain higher quality advisors
- Increased rates of organic growth
- Deeper advisor engagement
- Deeper use of the financial institution’s platform
- Higher perceived value of the institution’s offerings
Contact Stephanie at firstname.lastname@example.org to get a copy of the paper.
An interactive online supplement to this paper enables you to measure where your financial institution stands in each of the three key areas. You also can register for a more in-depth assessment with an ActiFi consultant to evaluate your institution across various dimensions of advisor success. You’ll receive an overall assessment score along with a report outlining specific recommendations to improve your business.