Close Close
Popular Financial Topics Discover relevant content from across the suite of ALM legal publications From the Industry More content from ThinkAdvisor and select sponsors Investment Advisor Issue Gallery Read digital editions of Investment Advisor Magazine Tax Facts Get clear, current, and reliable answers to pressing tax questions
Luminaries Awards

Pursuing Practice Excellence — ActiFi’s Spenser Segal: Video

Your article was successfully shared with the contacts you provided.

On June 13 in Chicago, four practice management experts in the advisor space participated in a day-long, invitation-only roundtable discussion that tackled the Herculean task of defining “practice management” for advisors and addressed the findings of the first Pursuing Practice Excellence study.

The brains behind that study belong to Spenser Segal, founder and CEO of ActiFi, which conducted the study in partnership with AdvisorOne and Investment Advisor magazine.

In this video, Spenser talks about how practice management has evolved, where it will go and how advisors can embrace practice management to their benefit.

For more thoughts from Spenser, view his most recent blog posting for AdvisorOne.


© 2024 ALM Global, LLC, All Rights Reserved. Request academic re-use from All other uses, submit a request to [email protected]. For more information visit Asset & Logo Licensing.