PLYMOUTH, Minn., Jan. 23, 2015 /PRNewswire/ -- ActiFi today announced the launch of the Advisor Success Series, an innovative series of programs designed to help financial advisors run exceptional businesses. The Series will consist of reports, webinars, and online tools and resources developed through quantitative research, trend analysis, and best practices garnered from working with the nation's top advisory practices and the institutions that serve them. Learn more at www.ActiFi.com/AdvisorSuccess.
"The Series' goal is to help advisors run more efficient, effective, and profitable businesses," said Spenser Segal, ActiFi CEO. "And, just as importantly, to provide financial institutions access to ActiFi's unique and industry-leading solutions so their internal teams can help their advisors."
The Series starts with a look at Core Advisor Technologies as that continues to be a hot topic for advisors. Through research and hands-on access to the leading tools, ActiFi has observed first-hand the benefits enhanced functionality and pre-built integrations are providing advisors. There has never been a better time for advisors to take a fresh look at the technology solutions being built just for them.
Within the Technology section, the first program is CRM Selection, focusing on key insights and major trends impacting the leading financial advisory CRM solutions. A free Education Option is available along with a Personalized Option that adds access to ActiFi's innovative online CRM Selection Tool http://www.actifi.com/CRMSelection. Advisors may be able to access the program at a free or reduced rate through participating financial institutions that offer customized versions of the program to their advisors.
ActiFi™ is a coaching, software, and consulting company that creates scalable business execution programs for the financial services industry. By implementing its proven people, process, and technology solutions based on research, best-practices, and industry benchmarks, ActiFi clients run more effective and profitable businesses. Learn more at www.actifi.com.