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ActiFi Admin

September 9, 2018

Accelerating Advisor Success – Blog Post #5

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

Filed Under: Articles

August 25, 2018

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

Filed Under: Articles

August 14, 2018

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

Filed Under: Articles

August 10, 2018

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

Filed Under: Articles

August 10, 2018

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

Filed Under: Articles

August 10, 2018

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

Filed Under: Articles

July 27, 2018

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

Filed Under: Newsroom

March 12, 2018

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”

Filed Under: Newsroom

December 27, 2017

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

Filed Under: Newsroom

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