ActiFi RIA Webinar: “Document Critical Processes”

Join ActiFi for “Document Critical Processes” at 4:15 p.m. ET, Tuesday, Feb. 14.

In this webinar, ActiFi presents a game plan to help you document every activity in your client service model and discusses why this process can allow you to properly set expectations for your clients and your team and help you to scale your business, managing human resources effectively and creating room for growth

This webinar is the third of 4 “Enhance Your Client Service Model” sessions presented by ActiFi to help you develop a systematic approach to your client service delivery.

Click here if you would like to register this webinar and the remainder of 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.

For institutional use only.