Spenser Segal, ActiFi

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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  Top 10 Tech Trends for Advisors and Their Partners: The Roundup

  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.

• Takeaways From the Top 10 Technology Trends for Advisors and Their Partners

  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.

• Top 10 Technology Trends for Advisors and Their Partners: Pt. 11, Big Data

  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.

• Top 10 Technology Trends for Advisors and Their Partners: Pt. 10, Crowdsourcing

  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

• Top 10 Technology Trends for Advisors and Their Partners: Pt. 9, Social Media

  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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  Pursuing Practice Excellence: Where Advisors and Their Partners Part Ways

  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?

• Top 10 Technology Trends for Advisors and Their Partners: Pt. 8, Outsourcing

  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.

• Top 10 Technology Trends for Advisors and Their Partners: Pt. 7, Cloud-Based Computing

  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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  Pursuing Practice Excellence: The Industry Perspective

  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.

• Top 10 Technology Trends for Advisors and Their Partners: Pt. 6, Workflow

  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.