Wednesday, December 31, 2014

Financial Advisors Can Leverage the Voice of the Client to Build a Better Business

ActiFi and Advisor Impact Introduce New Client Engagement Program

Powerful Strategic Alliance Leverages Voice of the Client for Deeper Relationships and More Effective Business Development

Have you heard about ActiFi Client Engagement? This unique program combines the power of robust client feedback with the tools, support and resources to build more engaged and profitable client relationships. ActiFi Client Engagement is being powered by the Client Audit, Advisor Impact's industry leading client feedback program.  

ActiFi Client Engagement will take client feedback to the next level, layering in coaching, practice management resources and technology to help financial advisory firms take meaningful action. The program will be offered directly to individual advisors as well as through broker-dealers, custodians and TAMP's as part of a robust, integrated offer that links client feedback directly to advisor workflow, positively impacting efficiency and the bottom line.

"Working with a firm like ActiFi allows us to increase the value for advisors, while remaining focused on our core capability, which is helping advisors gather client feedback," said Julie Littlechild, founder of Advisor Impact. "In many respects, ActiFi represents an exciting future for client feedback and client engagement because they can provide the in-depth consulting and technology integration that will lead to more significant return-on-investment for advisors and their firms."

The program offers a choice of three levels – Impact, Innovate, and Transform – so advisors can choose how best to match their needs and desired commitment levels.  It will also provide access to other features offered through the ActiFi software suite. 


Financial Advisors and Allied Institutions:

Read more on PR Newswire


Listen to the Audio Interview with Spenser Segal and Julie Littlechild explaining WHY this is such important news!

Wednesday, December 10, 2014

What keeps advisors returning to Peak Advisor Alliance Excell Meetings?

Ron Carson, Peak AdvisorAlliance, and advisor Bryan Sweet, Sweet Financial Services, catch up during a special Peak Referral appreciation dinner at Carson’s lovely Omaha home.

A community of elite advisors and allied institutions gathered in Omaha this fall for the 27th Excell Meeting. Hosted by Peak Advisor Alliance, one of the country’s leading practice management programs, and Ron Carson, a perennial favorite on both the Barron’s and LPL top advisors lists, the semi-annual advisor love-fest drew a throng of nearly 400 participants to what might now be deemed the new city of brotherly love.

Having now attended several Excell Meetings, I can attest to the unique atmosphere, high energy and strong sense of camaraderie among the participants. But to better understand an insider’s appeal for this community, I spoke with Minnesota-based advisor Bryan Sweet of Sweet Financial Services. Sweet is a long-time Peak member and one of Raymond James’ most successful advisors.

Read my conversation with Bryan Sweet.