ActiFi RIA Webinar: “Define Your Differentiation”

Join ActiFi for “Define Your Differentiation” at 4:15 p.m. ET, Tuesday, Dec. 13.

This webinar is the first of 4 “Enhance Your Client Service Model” presentations to help you develop a systematic approach to your client service delivery. Presented by ActiFi, a firm dedicated to helping advisors build more successful businesses, you’ll learn how a systematic approach can effectively help position your firm for growth.

Each webinar in this 4-part series will introduce you to exercises that are based on input you provide about your unique business needs. At the end of each webinar, you'll know the next steps that can help you deliver a consistent, high-quality client experience. Your individual plan will include practical steps to help you track progress and execute your strategies and objectives.
Webinar topics include:

Dec. 13: Define Your Differentiation
Jan. 10: Create a Client Service Model Diagram
Feb. 14: Document Critical Processes
March 14: Maximize Your Time


Click here if you would like to register for this webinar series. After registering, you will receive a confirmation email containing information about joining the webinars.

About the presenter:  

Martha Blenkush works with both individual advisors and institutional partners at ActiFi, helping to define strategic goals, formulate plans and tasks to accomplish those goals, then see them through to completion. She has built her coaching and project manager credentials over 30 years in the financial industry. Her professional experience includes marketing, career coaching, communications, public speaking, event planning and financial analysis in banking, legal, marketing, non-profits and education.

By clicking the link above, you understand you will be redirected to a third-party website operated and maintained by ActiFi. Scottrade and ActiFi are not affiliated. ActiFi’s website contains information that may be of interest or use to the reader. Third-party websites, research and tools are from sources deemed reliable; however, Scottrade does not guarantee accuracy, completeness or timeliness of the information, is not responsible for statements, offers or products issued and makes no assurances with respect to the results to be obtained from their use. No information presented constitutes a recommendation by Scottrade or its affiliates to purchase any product or instrument discussed therein or engage in any specific strategy. Please research any product or service carefully.

Scottrade® Advisor Services is a division of Scottrade, Inc. All products and services offered by Scottrade, Inc. – Member FINRA /SIPC.