Scottrade® Advisor Services Offering Access to Free Practice Management Webinar Series

Custodian teaming with ActiFi to help businesses grow and succeed through four-part educational web courses

ST. LOUIS--()--Scottrade® Advisor Services is offering access to a series of educational webinars designed to help registered investment advisors with tools and skills they can use to grow their businesses, provided by practice management firm ActiFi.

The second of four 60-minute free webinars hosted by ActiFi, “Define Your Ideal Client,” is scheduled for 4:15 p.m. EST Tuesday, Feb. 23.

“Advisors in the RIA space remain eager to grow,” said Brian Stimpfl, senior vice president and head of Scottrade® Advisor Services. “Advisors should look at every element of their service model, from developing their pipeline to onboarding new clients.”

“The financial services industry has evolved quite extensively in the past few decades, especially in the niche occupied by independent advisors and the pace of change will only accelerate as time progresses,” said Stimpfl.

The 2015 Scottrade® Advisor Services Study revealed if advisors had an extra dollar to invest in their business, the largest number would put that dollar toward growth opportunities. Growth was the number one selection, with 38 percent of respondents selecting that factor. Advisors’ second largest selection was technology, at 25 percent, and employee/talent management was the third largest, at 13 percent.

“Growth is more than bringing assets into the business, it’s the willingness to continually improve,” Stimpfl said. “The goal is not to grow for growth’s sake, but to look for ideal ways to create efficiency and expand your business through investment in people, process and technology.”

Other webinar topics coming in future months include:

  • Create a Client Service Model Diagram (Tuesday, March 29)
  • Manage Referrals and COI Relationships Effectively (Tuesday, April 26)

In 2015, Scottrade® Advisor Services also offered access to a series of in-person practice management education seminars held throughout the country provided by ActiFi. The workshops, which focused on helping RIAs create a scalable, repeatable process, appeared to strike a chord with attendees.

To sign up for the remainder of the webinar series, visit advisor.scottrade.com.

About the 2015 Scottrade® Advisor Services RIA Study

The 2015 Scottrade® Advisor Services RIA Study was conducted Aug. 3-18, 2015, in collaboration with Harris Poll, an independent third-party research firm not affiliated with Scottrade Financial Services, Inc., its business units or subsidiaries. The 373 Registered Investment Advisors were aged 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 mediarelations@scottrade.com.

Scottrade and ActiFi are not affiliated. ActiFi’s website and content contain 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.

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

Scottrade and ActiFi are not affiliated. This webinar is provided by ActiFi and is 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.

Contacts

Scottrade
Whitney Ellis, PR Analyst, 314-965-1555 x. 1089
wellis@scottrade.com

Release Summary

Scottrade® Advisor Services is offering registered investment advisors access to a series of webinars hosted by practice management solutions firm ActiFi.

Contacts

Scottrade
Whitney Ellis, PR Analyst, 314-965-1555 x. 1089
wellis@scottrade.com