ActiFi

ActiFi is a software solutions company focused on delivering scalable practice management programs to the financial services industry.

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Happy Holidays! https://t.co/f8rnZhK45A #AdvisorSuccess

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Start 2020 by Accelerating Advisor Success - https://t.co/EdT82vXnLH #AdvisorSuccess

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Happy Holidays from ActiFi! https://t.co/TWaWdAM4KG #AdvisorSuccess

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Be the First Domino Leader https://t.co/AlCdrXD0x8 #AdvisorSuccess

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The Key to Accelerating the Success of Your Business https://t.co/AqV8mCbast #AdvisorSuccess

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What is the most impactful thing you can do as a leader? https://t.co/3pMW3Fj1Z8 #AdvisorSuccess

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Practical application of knowledge is where true power lies. Data-Driven Leadership https://t.co/sq7wrmyhC5 #AdvisorSuccess

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Cultivating Leadership, read the ActiFi March newsletter https://t.co/JzBJQEDppS #AdvisorSuccess

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Commit to Success through accountability in 2019 https://t.co/Mvu283kNh1 #AdvisorSuccess

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Happy Holidays from ActiFi! Thank you for being part of our network. https://t.co/Vuuv2FJ0AQ #AdvisorSuccess

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There are several ways to deliver the coaching, content and support advisors need to meet their goals. The delivery channel you use will vary depending on what you are delivering and to whom. Financial institutions can work with their advisors in four ways:

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Financial institutions can enhance the value they provide by translating advisor feedback into an action plan for each advisor, indicating the areas the financial institution should engage them on, and where the advisor can better leverage the platform they have access to.

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Tracking and increasing “Advisor Engagement Scores” can be a powerful tool to drive recruitment and referrals to your financial institution. Advisors tend to weigh the opinion of other advisors they know and trust over paid advertising.

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The perceived value of advisor coaching increases when a coach provides ongoing coaching, feedback, and accountability check-ins as part of their engagement model.

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Thank you for a great year! https://t.co/OMCTykYht7 #AdvisorSuccess #HappyThanksgiving

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To track advisor progress on specific tasks and ensure accountability, ask:

Did you complete the key activity that you committed to in the last meeting?
If no, have you allocated time to complete this prior to the next meeting?
If no, is the goal still important to you?

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Adding a personalized advisor assessment as part of a financial institutions relationship management model enables firms to identify specific opportunities, identify at-risk advisors, provide solutions to advisor needs, and identify what their advisors’ most value.

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Fall for Success https://t.co/CAMhI5iAR8 The Keys to Success are at Your Fingertips #AdvisorSuccess

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Research by the Association for Talent Development found that, on average, individuals have a 65% chance of completing a goal if they commit to someone. Add a specific accountability appointment with the person committed to, and the chance of success increases by up to 95%.

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Understanding what clients truly value and how you can help them live their lives in alignment with what they value is a powerful tool in delivering advice and justifying fees.