About the Author
Spenser Segal, ActiFi
Spenser Segal is CEO and founder of ActiFi, a software and solutions company that creates scalable business execution and practice management programs to the financial services industry. For more information, please visit www.actifi.com
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By Spenser Segal, ActiFi |
October 16, 2012
The 10 top short- and long-term tech trends that will affect you and your partners. Forewarned is forearmed.
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By Spenser Segal, ActiFi |
September 21, 2012
When thinking about tech trends and how to take advantage of them, make sure you tie technology to your business goals. Four questions to ask, and four conclusions we can draw.
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By Spenser Segal, ActiFi |
September 13, 2012
To take advantage of Big Data, first know what you want to achieve, envision how your business would be different if you had the right information, and then decide on what data to track, how much of it to keep, and how it will be analyzed.
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By Spenser Segal, ActiFi |
August 14, 2012
Tough to find the right or inexpensive resource or person for a specific task? Consider outsourcing to the crowd
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By Spenser Segal, ActiFi |
July 25, 2012
Advisors can, and are, using social media for serious business purposes. Here’s how to take advantage of the benefits of social media, and how to avoid its dangers.
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By Spenser Segal, ActiFi, James J. Green, AdvisorOne |
July 24, 2012
Advisors rely on their partners to run their businesses, and many financial services businesses count advisors as key clients. So why aren't advisors and their partners on the same page when it comes to what works and what doesn’t in practice management?
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By Spenser Segal, ActiFi |
July 12, 2012
No, we're not talking about shipping jobs overseas, but rather an increasingly mainstream way of getting more done for less.
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By Spenser Segal, ActiFi |
June 29, 2012
Moving data and software to the cloud provides many benefits for advisors and their partners, but be aware of the attendant security and compliance issues.
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By Spenser Segal, ActiFi, James J. Green, AdvisorOne |
June 26, 2012
In the second of a series on the findings of our breakthrough practice management study, we gauge where and how the partner firms to advisors are spending their time and dollars on practice management.
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By Spenser Segal, ActiFi |
June 12, 2012
It may take some work on the front end, but the good news for advisory firms is that those embrace the workflow trend and systematize their business will create more business value than firms that fail to do so.