ActiFi RIA Webinar: “Maximize Your Time”

Join ActiFi for “Maximize Your Time” at 4:15 p.m. ET, Tuesday, Mar. 14.

In this webinar, ActiFi presents time management skills that can help you be more proactive and serve your clients better. Learn how to assess the readiness of your team so you can make sure the right people are doing the right things.

This webinar is the last 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 for this webinar. After registering, you will receive a confirmation email containing information about joining the webinar.

To listen to previously recorded ActiFi webinars, log on to your Scottrade® Advisor Services home page, click on “Advisor Seminars” under the Resources tab, and proceed to the “Scottrade® Advisor Services Practice Management Webinar Series.”

 

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 this link, 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.