Best Practices in the Financial Services Industry: advisor impact

Showing posts with label advisor impact. Show all posts

Saturday, March 7, 2015

Why Client Engagement Strategies Fail - Julie Littlechild, Spenser Segal and Marie Swift Weigh In

Did you miss this special Fireside Chat?

Scroll down on this blog and you will find links to download the recording!

Wednesday, February 18, 2015

Downloads from Client Engagement Webinar - here

We missed you at our fireside chat.

Here's how to get the information you missed!

To watch the recording:
https://vimeo.com/impactproductionsgroup/actifiengagement

To download the slides:
http://www.4shared.com/office/YAq3915oce/ACTIFI_Client_Engagement_Fires.html

To learn more about the ActiFi Client Engagement program:
http://www.actifi.com/clientengagement

Follow us on Twitter for other conversations and breaking news:
handles - @spenseractifi @jlittlechild @marieswift
hashtag - #actifiengagement

Additional information can be found at:
http://www.julielittlechild.com

We look forward to hearing your client engagement success stories when next we meet!

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.

Register now to attend free and/or to automatically receive the recording afterwards.

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.