Once you have a solid plan and effective tracking in place, you can turn your attention toward assessing progress, coaching … Read more about Accelerating Advisor Success – Blog Post #5
Accelerating Advisor Success Blog Series – Post #4
Establish Key Performance Indicators After creating a set of bite size actionable steps, it is time to begin tracking, … Read more about Accelerating Advisor Success Blog Series – Post #4
Accelerating Advisor Success Blog Series – Post #3
Translate Goals into Actionable Tasks With SMART goals and a plan with specific strategies developed, it is time to break … Read more about Accelerating Advisor Success Blog Series – Post #3
Accelerating Advisor Success Blog Series – Post #2
Set SMART Goals In our last blog post, we discussed Assessing Advisor Readiness and Segmenting. This week, we look at simple … Read more about Accelerating Advisor Success Blog Series – Post #2
Accelerating Advisor Success Blog Series – Post #1
HELP ADVISORS MEET THEIR GOALS Robust planning not only helps advisors define and understand their goals, it guides them in … Read more about Accelerating Advisor Success Blog Series – Post #1
July 2018 Newsletter
July 2018 Newsletter Help Your Business Meet It's Goals Robust business planning not only helps you define and understand … Read more about July 2018 Newsletter
ActiFi Releases “Accelerating Advisor Success” White Paper
ACCELERATING ADVISOR SUCCESS As custody, broker/dealer, and clearing services become increasingly commoditized, … Read more about ActiFi Releases “Accelerating Advisor Success” White Paper
ActiFi partners with SEI on “The Next Wave of Advice Management”
ActiFi partners with SEI on a new white paper “The Next Wave of Advice Management: Use client-centric planning to create a … Read more about ActiFi partners with SEI on “The Next Wave of Advice Management”
December 2017 Newsletter
Resolve to Accelerate in 2018 Another year is almost done and the time is right to start upping your game for 2018. It's … Read more about December 2017 Newsletter