Shows
The Customer WinsTransforming Advisor Engagement Through AI With Spenser SegalSpenser Segal is the Founder and CEO of ActiFi, a company that provides premier engagement solutions for advisors in the wealth management industry. He is recognized as one of the top 25 most influential people by Investment Advisor magazine and has over 20 years of experience in the financial services industry. Before ActiFi, Spenser held management positions at American Express Financial Advisors, Dain Rauscher, Barrington Capital Management, and BigCharts. He is a Certified Financial Planner and an Accredited Investment Fiduciary Analyst. In this episode… Are advisors fully leveraging the myriad of solutions in the wealth management industry? By...2024-12-3029 min
The Disruption Is NowSpenser Segal’s Vision for the AI-Driven Future of Wealth ManagementSpenser Segal, CEO of ActiFi, explores how generative and agentic AI are revolutionizing wealth management, building on four decades of technological evolution. With insights from industry pioneers and real-world applications, Spenser shares the transformative potential of AI, practical adoption strategies, and how firms can meet rising client expectations in an increasingly personalized digital landscape.2024-12-1829 min
The Connected AdvisorDelivering World-Class Integrated Advice Profitably and Effectively with Spenser SegalEpisode 026: Delivering world-class integrated advice lies in a harmonious blend of human expertise and digital efficiency. It's a tightrope walk between leveraging the knowledge and intuition of seasoned professionals and harnessing the power of data-driven insights and streamlined processes. The challenge lies in ensuring these forces coexist, cooperate, amplify, and elevate each other.In this episode of The Connected Advisor, Kyle talks with Spenser Segal, CEO of ActiFi. They discuss how to deliver world-class integrated advice more effectively and profitably. Spencer highlights the need for professional management in scaling a wealth management firm and the importance of...2023-12-2633 min
Swift Chats in the Financial Services IndustryT3 Technology Tools for Today Presents: Hot & Happening at T3 2023In this podcast special recorded live in the T3 Podcast Station powered by Myriad Advisor Solutions at the 2023 T3 Technology Tools for Today Advisor Conference, co-hosts Marie Swift and Jonny Swift speak to conference speakers, industry thought leaders and advisors about what's hot and happening at #T32023. From intriguing presentations on the main stage to all the fintech on display in the exhibit hall, hear the biggest takeaways and insights from: Joel Bruckenstein of T3 Technology Tools for Today Bob Veres of Inside Information John Mackowiak of Advyzon Brian Edelman of FCI Spenser Segal of ActiFI Nitin Seth...2023-04-281h 02
In the SuiteEP 82 #LiveFromMSUM22 - Behind the Scenes of MarketCounsel Summit 2022Send us a textToday, we're taking you on an exclusive journey behind the scenes of one of the industry's most coveted events: the MarketCounsel Summit. We spent an entire day recording 18 back-to-back podcast interviews. It was a marathon, but we couldn't have done it without the help of some truly amazing people. A huge thank you goes out to Brian Hamburger and Ryan Marcus from MarketCounsel, who helped make this episode possible. Erica Ellis, Conference and Event Manager from Intention.ly, was an incredible event wingman, and Kevin Hirshorn, our talented podcast producer and e...2023-03-2037 min
On the Circuit5. Nitesh Verma & Spenser SegalIn this episode, Johnny Sandquist talks with Nitesh Verma, Head of Enterprise Partnerships at Snappy Kraken, about driving real business impact in his new role. Stick around for our second guest, CEO/Founder of Actifi Spenser Segal, to learn about the importance of effective communication in the advisory world in 2023.After 8 years in various high-ranking positions at Advisor Websites, Nitesh Verma has now shifted to Head of Enterprise Partnerships at marketing automation company, Snappy Krak...2023-02-0824 min
CRM UnlockedBridging the Gap Between Technology and Data Utilization with Spenser SegalThe use of data and data-driven tools has increased rapidly in recent years. However, many organizations have yet to be able to effectively utilize this data due to a lack of understanding of how to use it. While there is a growing gap between the available data and its utilization, the effective use of data is predicated on technology but grounded in human behavior.In this episode, Ali and Sanjeev talk with Spenser Segal, Chief Executive Officer of ActiFi. With 33 years in the financial services industry, Spenser has witnessed the dawn of the fintech era. Spenser was...2023-01-3131 min
TV Guidance CounselorThe TV Guidance Counselor 2022 Christmas Special with Kevin MaherDecember 22-28, 1984 In this VERY SPECIAL XMAS EDITION of TV Guidance Counselor Ken welcomes the Kevin of Kevin Geeks Out and author of the new book Santa Doesn't Need Your Help, Kevin Maher. Ken and Kevin discuss living on a cul de sac, moving to the suburbs, decorating for Holidays, Ministers being turned on by Vampira, how TV is a force of good, being wrong about guns, Webster, Alex Karras, an oddly placed National Lampoon style piece in TV Guide, how athletes used to be, the origin of Yuppies, have a December Birthday, Projection televisions...2022-12-012h 03
Explore New Full Audiobooks in Mystery, Thriller & Horror, Police & DetectivePrivate Eye Philip Odell: Lady in a Fog & Test Room Eight: Two BBC Radio classic crime dramas by Lester PowellPlease visithttps://thebookvoice.com/podcasts/1/audiobook/594481to listen full audiobooks.
Title: Private Eye Philip Odell: Lady in a Fog & Test Room Eight: Two BBC Radio classic crime dramas
Author: Lester Powell
Narrator: Sheila Manahan, Robert Beatty, Full Cast
Format: Unabridged Audiobook
Length: 6 hours 37 minutes
Release date: September 15, 2022
Genres: Police & Detective
Publisher's Summary:
Robert Beatty stars as the hard-nosed Irish-American PI in these two vintage crime serials Lester Powell's Chandleresque detective Philip Odell was a huge hit on the BBC Light Programme between 1947 and 1961, thrilling audiences with his crime-solving adventures in postwar London. This gripping collection brings together the only two...2022-09-156h 37
Making the Ideal RealMaking Habits Stick: The importance of willpower + accountability + kindnessIn this episode, Ryan Goulart speaks with Spenser Segal, CEO of ActiFi, on getting what we want for ourselves personally and professionally. Spenser shares tips and tools he employs, including the use of willpower to instill habits and the value of self-kindness, on the path to goal achievement. Both in the workplace and in his personal life, Spenser is focused and aware; his insights are relatable and advice actionable. Enjoy the episode!2020-01-1430 min
Becoming Referable PodcastSpenser Segal on Processes Worth Talking AboutSpenser 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.2017-07-1437 min