Spenser Segal is the CEO of ActiFi, Inc., a software and solutions company focused on delivering scalable practice management programs to advisors and the institutions that support them. He has more than 20 years of experience in the financial services industry, both as a successful financial planner, and with leadership roles at American Express Financial [...]
The post Spenser Segal on Processes Worth Talking About appeared first on Becoming Referable.
