Scottrade® Advisor Services teaming with ActiFi for free practice management series
ST. LOUIS, April 21, 2017 – Scottrade® Advisor Services is once again working with advisor success company ActiFi to help advisors with tools and skills they can use to help grow their businesses.
The first of two 60-minute webinars, “CRM, Document Management and Processes,” is scheduled for 4:15 p.m. EST Tuesday, April 25. The live webinar will be repeated at 4:15 p.m. EST Tuesday, May 9.
The second webinar, “Financial Planning, Portfolio Management and Investment Tools,” is scheduled for 4:15 p.m. EST Tuesday, May 23. The live webinar will be repeated at 4:15 p.m. EST Tuesday, June 6.
Webinar attendees will learn how to get the most from their technology and hear about how their peers are using their technology. Prior to the webinar, advisors can take the Scottrade Advisor Tools and Systems Assessment to gain insight into how they are getting the most from their technology. Along with a personalized assessment, advisors will be able to benchmark themselves against their peers.
“Technology is the great equalizer for emerging advisory practices, and a catalyst for differentiation for advisory businesses,” said Brian Stimpfl, senior vice president and Head of Scottrade® Advisor Services. “RIAs must take advantage of today’s technology to build efficiencies, and attendees will hear best practices on how to leverage technology to help enhance both the client experience and the bottom line.”
The recent Scottrade® Advisor Services Study revealed improving technology is currently the No. 1 investment priority for RIAs. The perceived benefits of improving technology are substantial, according to the study. Improving client service is the most commonly selected benefit RIAs hope to gain from the use of technology at their firm, and many also see technology as a way to provide convenient access and improved solutions to clients.
Scottrade® Advisor Services has worked with ActiFi over the past few years to host webinars and in-person practice management education seminars for hundreds of advisors around the country. To sign up for the latest webinar series and take the assessment, visit https://advisor.scottrade.com.
About the 2016 Scottrade® Advisor Services RIA Study
The 2016 Scottrade® Advisor Services RIA Study was conducted July 25 - August 9, 2016, in collaboration with Harris Poll, an independent third-party research firm not affiliated with Scottrade Financial Services, Inc., its business units or subsidiaries. The 303 Registered Investment Advisors were age 18 and older and were employed at firms managing at least $10 million in assets under management.
This online survey was not based on a probability sample, and therefore, no estimate of theoretical sampling error can be calculated. For complete survey methodology, please contact firstname.lastname@example.org.
The information and content provided is for informational and/or educational purposes only. The information presented or discussed is not, and should not be considered, a recommendation or an offer of, or solicitation of an offer by, Scottrade or its affiliates to buy, sell or hold any security or other financial product, or an endorsement or affirmation of any specific investment strategy.
About Scottrade® Advisor Services
Scottrade® Advisor Services is dedicated to supporting the needs of the independent registered investment advisor through available strategic resources and personalized support through dedicated relationship teams. For more information, visit https://advisor.scottrade.com.
Scottrade® and the Scottrade® logo are the registered trademarks of Scottrade, Inc.
ActiFi is a provider of advisor success solutions to the financial services industry. Since 2003, ActiFi has worked with wirehouses, broker-dealers, IBDs, RIAs, custodians, TAMPs, insurance companies and banks to help them, and the advisors they serve, build more successful businesses. ActiFi specializes in helping firms achieve growth through increased advisor retention, enhanced client satisfaction and successful selection, deployment and adoption of advisor-facing technology. ActiFi products are currently available to over 40,000 advisors across the United States, Canada, England and Australia.
Scottrade and ActiFi are not affiliated. These webinars are provided by ActiFi and are for educational purposes only. Scottrade and its affiliates were not involved in content development, do not endorse the content and are not responsible for such content. The information should not be considered a recommendation to buy, sell or hold any investment or an endorsement of a particular investment strategy. Investment decisions should be based solely on your own research, evaluation of the risks involved, your client’s financial circumstances and investment objectives.
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