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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

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

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

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

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 Help Your Business Meet It's Goals Robust business planning not only helps you define and understand … Read more about July 2018 Newsletter

ActiFi's Martha Blenkush  partnered with Raef Lee of SEI to publish a blog post that  outlines a strategy for using surveys … Read more about Use Client Feedback to Drive Engagement and Growth

ActiFi's Mark Nahlovsky partnered with Raef Lee of SEI to publish three blog posts on how technology can drive … Read more about Client Portals – Many Options, Different Goals

ActiFi's Mark Nahlovsky partnered with Raef Lee of SEI to publish three blog posts on how technology can drive … Read more about How Advisors Can Vault into Document Exchange

ActiFi's Mark Nahlovsky partnered with Raef Lee of SEI to publish three blog posts on how technology can drive … Read more about File This Under “Important”: Advisors Need Document Management

Here we are at the end of the Journey to CRM Success blog series.  If you’ve made it through everything we’ve discussed … Read more about The Journey Revisited