Scottrade® Advisor Services offering access to free practice management webinar series

Four-part series to provide helpful insights on practice management

ST. LOUIS--()--For the second consecutive year, Scottrade® Advisor Services is hosting a series of educational webinars free of charge to advisors. These hour-long webinars, provided by advisor success company ActiFi, are designed to help registered investment advisors with tools and skills they can use to grow their businesses.

“The niche occupied by independent advisors has evolved in the past few years – especially with the recent compliance and regulatory changes,” said Brian Stimpfl, senior vice president and head of Scottrade® Advisor Services. “Advisors should be reviewing every element of their service model, and these webinars are an opportunity to learn new ideas and adopt best practices.”

The first of four webinars hosted by ActiFi, “Define Your Differentiation,” is scheduled for 4:15 p.m. EST Tuesday, Dec. 13.

Other webinar topics coming in future months include:

  • Create a Client Service Model Diagram (Tuesday, Jan. 10)
  • Document Critical Processes (Tuesday, Feb. 14)
  • Maximize Your Time (Tuesday, March 14)

In 2016, Scottrade® Advisor Services also offered access to a series of in-person practice management education seminars held throughout the country provided by ActiFi. More than 100 advisors attended the day-long workshops, which focused on helping RIAs create a scalable, repeatable process.

“The webinar series will build on the key concepts and tactics from these nationwide seminars,” said Stimpfl. “It’s an opportunity for advisors to briefly step out of the day-to-day routine to hear lessons on how to maximize the opportunity in front of them.”

In 2015, nearly 200 advisors attended the hour-long webinar series. More than 80 percent of those who attended said they found the webinar valuable and useful. To sign up for the latest webinar series, visit advisor.scottrade.com.

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 the Scottrade® logo are the registered trademarks of Scottrade, Inc.

About ActiFi

ActiFi is a leading provider of advisor success solutions to the financial services industry. Since 2003, ActiFi has worked with leading wirehouses, broker-dealers, IBDs, RIAs, custodians, TAMPs, insurance companies and banks to help them, and the advisors they serve, build more successful businesses. ActiFi specializes in helping firms achieve growth through increased advisor retention, enhanced client satisfaction and successful selection, deployment and adoption of advisor-facing technology. ActiFi products are currently available to over 40,000 advisors across the United States, Canada, England and Australia.

Scottrade and ActiFi are not affiliated. These webinars are provided by ActiFi and are 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, Inc.
Whitney Ellis, 314-965-1555 x. 1089
PR Analyst
wellis@scottrade.com

Release Summary

Scottrade® Advisor Services teaming with ActiFi to provide practice management tools and helpful hints.

Contacts

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