Resolve to Accelerate in 2018
Another year is almost done and the time is right to start upping your game for 2018. It’s time for a fresh start, and a perfect opportunity to take growth to a whole new level. Now is the time to exercise your resolve to put business systems in place that will get you started out right in the new year!
Let’s break this down into a few easy resolutions.
Resolution #1: Listen…
…to your clients’ needs and advisors’ goals.
Resolution #2: Plan…
…an approach that leverages what you hear.
Resolution #3: Track…
…activity to ensure the plan is fully executed.
Resolution #4: Get the most out of 2018!
These simple resolutions will help you accelerate success in 2018 and every year beyond. Get the tools and partner expertise you need to make them happen from ActiFi. It’s not too early to start, learn more about how you can accelerate progress toward your business goals.
In the News…
Future is Bright for Financial Services in 2018
Read highlights from the Economist Intelligence Unit’s new report on ThinkAdvisor.
Comeback Kid: How I Saved my Practice
Dave Grant talks about his experience embracing change and following a plan to improve business results in this article. Read it now on Financial-Planning.com.
Digital Investing will Bring Big Change in 2018
This Investment News article by William Capuzzi looks at the changes digital investment options will continue to bring in the year ahead.
How Mindset Trumps Best Practices for Financial Advisor Success
A plan is nothing without perseverance. Michael Kitces dives into the importance of mindset in achieving success. View the article online.
Human vs Machine: The Rise of the Bionic Advisor
In this Financial Planning article, Jessica Iorio highlights the need for advice in addition to speed and convenience as investors’ lives become increasingly complex.
Tech is Changing the Industry – Don’t Get Left Behind
Adopting and adapting to new technology has become standard in day to day life for wealth management firms. Every new software implemented requires time, money and resources to make sure it is used and maintained. Read more in this article by Paul Strid.