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

• Top 10 Technology Trends for Advisors and Their Partners: Pt. 5, Integration

  By Spenser Segal, ActiFi  |  May 30, 2012

  Technology integration involves more than just an integrated workstation: making all software products, not just those directly related to financial services, seamlessly work together is becoming a reality.

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  Pursuing Practice Excellence: The Advisor Perspective

  By Spenser Segal, ActiFi, James J. Green, AdvisorOne  |  May 22, 2012

  In the first of a series of reports by the Investment Advisor Group and ActiFi on our breakthrough practice management study, advisors told us their needs and which partners they rely on—and don’t—for practice management solutions.

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  Pursuing Practice Excellence: The Study

  By Spenser Segal, ActiFi, James J. Green, AdvisorOne  |  May 22, 2012

  Over the past six months, the Investment Advisor Group has partnered with ActiFi Inc. on what we humbly consider to be a breakthrough research study about advisor practice management.

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  Defining Practice Management: The Advisor Perspective

  By Spenser Segal, ActiFi, James J. Green, AdvisorOne  |  May 22, 2012

  When advisor participants in the “Pursuing Practice Excellence” study were asked to provide a two- to three-sentence description of what practice management means to them, these are the words most often used:

• Top 10 Technology Trends for Advisors and Their Partners, Pt. 4: Integrated Workstation

  By Spenser Segal, ActiFi  |  May 16, 2012

  Significant investments are being made by large financial institutions and niche software providers for the sole purpose of allowing advisors to plug-and-play different software solutions into “their” advisor workstations.

• Top 10 Technology Trends for Advisors and Their Partners, Pt. 3: Mobility

  By Spenser Segal, ActiFi  |  May 11, 2012

  Within five years, every advisor and institution will need to have a credible mobile offering or risk becoming irrelevant.

• Top 10 Technology Trends for Advisors and Their Partners, Pt. 2: Increasing Technological Capability

  By Spenser Segal, ActiFi  |  April 24, 2012

  Cheaper storage, more and faster processing power and greater bandwidth and communications speeds will—and are—affecting your businesses now.

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  Top 10 Technology Trends for Advisors and Their Partners: Part 1, the Big Picture

  By Spenser Segal, ActiFi  |  April 4, 2012

  The 10 top short- and long-term tech trends that will affect you and your partners. Forewarned is forearmed.

• Practice Management Primer, Pt. 7: Putting the Model Into Action

  By Spenser Segal, ActiFi  |  November 22, 2011

  You've got the path to follow, now set off on the journey with a focus on execution.

• Practice Management Primer, Pt. 6: How to Benchmark Your Firm

  By Spenser Segal, ActiFi  |  November 10, 2011

  Evaluating your practice management plan’s effectiveness is crucial, as is benchmarking your firm against your peers.