Pursuing Practice Excellence

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  Experts’ Top Pearls of Wisdom on Practice Management

  By James J. Green, AdvisorOne  |  August 17, 2012

  This summer four practice management experts tackled the Herculean task of defining “practice management” for advisors and addressed the findings of the first Pursuing Practice Excellence study. Here are some of the participants’ best insights.

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  Pursuing Practice Excellence — The Big Picture: Video

  By John Sullivan, Investment Advisor  |  August 17, 2012

  On June 13, four practice management experts tackled the Herculean task of defining “practice management” for advisors and addressed the findings of the first Pursuing Practice Excellence study.

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  Pursuing Practice Excellence — ActiFi’s Spenser Segal: Video

  By John Sullivan, Investment Advisor  |  August 16, 2012

  ActiFi founder and CEO Spenser Segal discusses the evolution of practice management in the past, and looks at what advisor practice management will come to be in the future.

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  Industry Leaders on Practice Management: Differentiation and Coaching

  By James J. Green, AdvisorOne, John Sullivan, AdvisorOne  |  August 7, 2012

  We convened with four industry experts in June to hash out the results of our groundbreaking Pursuing Practice Excellence study. In this segment, how to make your firm stand out among the competition and what coaching can bring to a successful practice.

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  Industry Leaders on Practice Management: Sales and Marketing

  By James J. Green, AdvisorOne, John Sullivan, AdvisorOne  |  August 7, 2012

  We convened with four industry experts in June to hash out the results of our groundbreaking Pursuing Practice Excellence study. In this transcript, their insights on what works, and doesn't, on advisor sales and marketing support.

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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?

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  Beyond the Buzzwords

  By John Sullivan, Investment Advisor  |  July 24, 2012

  “You are here today as part of a culmination of a nearly year-long effort and partnership between Investment Advisor and ActiFi,” said Investment Advisor Group Editorial Director Jamie Green.

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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.

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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: