Across the industry, financial institutions are using SuccessPro™ to drive performance and accelerate success.
“ActiFi helped us to scale our advisor coaching and for the first time create transparency
+ dashboard reporting on activity.”
“Working with ActiFi empowered us to not only drive tool adoption (through customized, self selected training) but also for the first time measure adoption.”
– Nate Biddick, 1st Global
“As a result of working with ActiFi, we can now as an organization understand the impact of engaging with our advisors on both business growth and engagement to the firm. This has accelerated our advisor and leadership development beyond what we could have done on our own.”
– Tate Kerst, Waddell + Reed
“In implementing ActiFi’s assessment tool we can now have proactive and more focused advisor coaching conversations, creating a value for coaches and advisors that was not previously there.”
“Partnering with ActiFi helped us with the speed to market in implementing an advisor assessment tool in 8 weeks. If we had done it without ActiFi the project may have taken 6 months or never gotten off the ground.”
– Mark Dean, Thrivent
At a large midwestern broker/dealer, advisors using SuccessPro™ had double the growth rate of non platform users. The firm’s most successful practices embrace the tool to define their needs, develop a plan, prompt action and promote accountability. Over a 12-month period, those actively engaged in practice development had a 39% increase in operating profit per team member and 41% increase in operating profit by household.
A large custodian has had equally compelling results. Advisors who used Roadmap experienced nearly double the growth rate (17 percent) of non-Roadmap users (9 percent). That growth came from translating high-level business goals, such as improving client satisfaction, into action-oriented tasks.