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
Use Client Feedback to Drive Engagement and Growth
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
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 Client Portals – Many Options, Different Goals
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 How Advisors Can Vault into Document Exchange
File This Under “Important”: Advisors Need Document Management
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
The Journey Revisited
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
Mass Communications
Today’s post in the Journey to CRM Success is about mass communication, which is the execution and tracking of campaigns or … Read more about Mass Communications
Sales & Pipeline Management
Continuing our Journey to CRM Success, it is time to spend time on how CRM can keep you looking forward and moving your … Read more about Sales & Pipeline Management