Get to the heart of what it will take to drive each advisor’s success.
SuccessPro™ Assess Module
Your success depends on the success of your advisors. But every advisor is different. One may be more sophisticated with an excellent grasp of technology. Another might need greater subject matter expertise or best practices for deepening relationships. A third may have deep knowledge but lack technical know-how. Our Assess Module meets advisors where they are and provides an individualized plan for growth.
Assess the advisory practice.
Assess various aspects of an advisor’s practice such as growth tactics, growth readiness, CRM system usage and more. After completing a diagnostic survey, advisors receive personalized results and a detailed report with recommended actions. Feedback might pinpoint roadblocks to success, or suggest training and resources for greater effectiveness or efficiency.
Insight at every level.
It’s customizable and scalable. Get pre-built assessments from ActiFi or create your own based on your firm’s needs. Results and reports can be used by sales, branch and relationship managers to deliver coaching and guidance. And by your home office and management teams to gather valuable insight at the practice, branch and enterprise level.
Assess Success Story
Financial institutions have completed more than 14,000 assessments using our SuccessPro™ Assessment Module.
They include bank broker-dealers, wirehouses and custodians who have used the tool to:
• Assess advisor readiness before rolling out a new CRM system
• Assess their field force prior to creating programs aligned with annual goals
• Create before and after snapshots for practice management programs such CRMs and financial planning
• Assess advisors’ readiness to participate in practice management programs
With topics that range from tech selection to platform readiness, the Assess Module is helping firms boost efficiency and effectiveness by accurately pinpointing roadblocks to success.