A killer app for practice management consulting.
SuccessPro™ Roadmap Module
ActiFi’s SuccessPro™ Roadmap has been called “the killer app for practice management consulting” by Wealth Manager Magazine. That’s because it offers the structure, content and reporting tools needed to turn advisors’ practices into efficient, strategic businesses. It’s customizable to your organization. And it makes planning easy.
Business planning used to take hours.
Creating a Roadmap takes just minutes.
- Choose high-level objectives such as time, expertise or growth.
- Choose mid-level objectives such as client expertise or reduce expenses.
- Choose tangible tactics, such as increase AUM from existing clients or market existing solutions.
- Make objectives measurable by adding details such as dollar amount and date.
- Select among recommendations for accomplishing Roadmap goals.
Coaching and content programs
Planning is important. But it takes coaching, measurement and follow-through for planning to lead to success. Roadmap offers links to a full suite of practice improvement and growth programs, and world-class content. Use reports for one-on-one coaching and guidance with individual advisors. Or to view the impact of Roadmap objectives on KPIs such as revenue and profit, linking bottom-up planning to top-down goals.
Roadmap Success Story
“After carefully considering a number of options, we determined that SuccessPro™ delivered the greatest ROI to drive advisor retention, growth and recruiting,” said the director of practice management at one financial institution. The firm is using Roadmap to build greater coaching consistency and advisor accountability across its entire organization, and calls the suite a “differentiator that delivers tangible results.”