ActiFi Practice Management Primer

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  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.

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  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.

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  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.

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  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.

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  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.'

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  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.