Lemons Into Lemonade
In the current environment of unpredictable markets, you may be fielding frequent calls from worried clients – and experiencing more than a little worry, yourself. Here are some areas of focus, for...
View ArticleCRM: Business Strategy or Technology?
Many advisors and other businesspeople talk about their CRM software so often that they have stopped thinking about what it stands for, namely Customer Relationship Management. But if you set aside...
View ArticleOver- vs. Under-Engineering: Configuring the workflow functionality of your CRM
The Scenario With the increased volume of client calls and concerns to address, an advisory firm’s staff is getting worn out trying to fit more hours into their days. The advisor appreciates the extra...
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Helpful Business Web Site
Sam Richter guest-blogging for Spenser:I'm SVP/Chief Marketing Officer at ActiFi. One of ActiFi's divisions is our Prospect/Client Intelligence program where we help advisors find information to be...
View ArticleTranslating Good Ideas Into Action
By Spenser Segal, ActiFi CEO I was at the FPA Business Solutions conference last month and thought that it was an excellent conference. There were many informative speakers who shared some very...
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