Ideas and tips from Marie Swift, a nationally-recognized consultant who's worked with some of the top financial advisory firms nationwide for nearly twenty years. This blog spotlights financial services firms and allied institutions that Swift deems as adopting "Best Practices" in the industry. Swift also shares some of her own tools and ideas aimed at helping independent financial advisors.
Showing posts with label actif. Show all posts
Showing posts with label actif. Show all posts
Saturday, March 7, 2015
Wednesday, January 28, 2015
Why Client Engagement Strategies Fail - Join Us Live on February 17, 2015!
Why do client engagement strategies fail? On February 17th, I'll be asking Spenser Segal and Julie Littlechild that very question and several more.
We all know that client engagement initiatives can result in growth and increased profitability, but they often fail to achieve the intended goals. The two main reasons are (1) a lack of meaningful input from clients, and (2) poor execution.
On February 17th, Julie Littlechild, founder of Advisor Impact and If Not Now Research, and Spenser Segal, founder of ActiFi, and I will dialog about the problems and the solutions.
Don't miss this special Fireside Chat!
Date: February 17, 2015
Time: 2:00 ET / 1:00 CT / Noon MT / 11:00 PT
Free to register but space is limited.
Register now and you will receive the recording automatically, but we also hope you will attend in real time that day so that you can ask questions and participate in this important conversation.
Labels:
actif,
advisor impact,
client engagement,
client feedback,
financial advisors,
if not now research,
impact communications,
julie littlechild,
marie swift,
productivity,
profitability,
spenser segal,
work flow
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