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

• Practice Management Primer, Pt. 5: Accurately Measure Your Success

  By Spenser Segal, ActiFi  |  October 24, 2011

  Why it is essential that you accurately measure your success when implementing practice management changes. Our recommendation: use a KPI.

• Practice Management Primer, Pt. 4: Give the Right Tasks to the Right People

  By Spenser Segal, ActiFi  |  October 11, 2011

  With a roadmap in hand, make sure you give tasks to the people—in and out of your firm—who have the will, skill, knowledge and time to perform them.

• Practice Management Primer, Pt. 3: Translating Goals Into Actionable Tasks

  By Spenser Segal, ActiFi  |  September 27, 2011

  Make sure you have the capacity to tackle each required task—and remember the difference between 'goals' and 'tasks.'

• Practice Management Primer, Pt. 2: Assessing Your Practice, Setting Meaningful Goals

  By Spenser Segal, ActiFi  |  September 14, 2011

  Want to ensure a happy future for you and your practice? Start by realistically and thoroughly assessing your practice as it is now. Oh, and talk to your clients as well.

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  Practice Management Primer, Pt. 1: Definition and Process

  By Spenser Segal, ActiFi  |  August 31, 2011

  The principles to follow and steps to take to find solutions to any challenge presented by the markets and adapt to clients’ goals, even under changing conditions.

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  The Relationship Manager

  By Spenser Segal, ActiFi  |  July 1, 2011

  When you think of growing your financial advisory business, there is what can seem to be an unending array of strategies and tactics.

• Choosing Software That Works for Your Advisory Firm—Part 7: The Keys to Success

  By Spenser Segal, ActiFi  |  June 9, 2011

  Remember, technology is a tool, and you’ll need to spend more time and money on training and implementation than you might think.

• Choosing Software That Works for Your Advisory Firm—Part 6: Ensuring New Technology Meets Your Business Goals

  By Spenser Segal, ActiFi  |  May 18, 2011

  How to make sure that your new technology solution is actually delivering the business results you want it to.

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  Choosing Software That Works for Your Advisory Firm—Part 5: How to Implement New Technology

  By Spenser Segal, ActiFi  |  May 10, 2011

  When implementing technology for your firm, remember: the activities that are monitored and rewarded are usually the activities that get done

• Choosing Software That Works for Your Advisory Firm—Part 4: Building an Action Plan

  By Spenser Segal, ActiFi  |  April 27, 2011

  The right way to put into place a realistic action plan to choose and implement new software for your advisory firm.