Spenser Segal's guest appearances

Spenser Segal

Becoming Referable Podcast

On the Circuit

Chris Westfall

Stacey Brown Randall

John Ruhlin

Michael Kitces

John Jantsch

Jay Baer

Bob Burg

Michael Port

David Meerman Scott

Kelly Decker

Sheryl Garrett

Brian Portnoy

David Wood

Alan Moore

Kevin Quigg

OwlTail

Nitesh Verma

In 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 Kraken. In this role, Verma spends a lot of time working with advisors to keep communication open between them and their clients – which is crucial to firms’ growth.One of the most underutilized forms of communication for advisors is texting. “A good email, you get, you know, 30, 50% open rate,” Verma explains. “Text message is over 90% – everyone reads a text message.”In addition to texting, Nitesh reminds advisors that email, a great website and social media offer plentiful opportunities to interact with clients. Spenser Segal dives into the conversation with his thoughts on top technology trends for advisors:“In the case of advisor experience integration and effective utilization, I think the biggest trend I'm seeing is that the capabilities and options and optionality choices available to advisors have never been greater. Yet their ability to take advantage of those things to drive real business impact, that gap is growing not shrinking.”Although both advisor and client experience need to be prioritized for best results, Segal points out that advisor experience drives the client experience in advisor-centric business models. Segal also drives home that data systems and warehouses depend on someone actually looking at the data and taking action from it. He poses questions for firms heavily investing in data warehouses: “Why am I going to spend the time, energy and money going in here to get this data nice and clean and accurate? What am I going to do with it? How is that going to help my firm grow? How is that going to help my firm deliver a better client experience? How is that going to help me make more money? Most firms don't do a great job of answering those questions first.” Listen to the full episode or reach out directly to Segal to learn more about how Actifi can help streamline your firm’s data processes.Connect with Three CrownsLet’s start conversations that spark innovation together. Click here to view our upcoming webinar schedule or connect with a member of the Three Crowns team today. 

In 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 Kraken. In this role, Verma spends a lot of time working with advisors to keep communication open between them and their clients – which is crucial to firms’ growth.One of the most underutilized forms of communication for advisors is texting. “A good email, you get, you know, 30, 50% open rate,” Verma explains. “Text message is over 90% – everyone reads a text message.”In addition to texting, Nitesh reminds advisors that email, a great website and social media offer plentiful opportunities to interact with clients. Spenser Segal dives into the conversation with his thoughts on top technology trends for advisors:“In the case of advisor experience integration and effective utilization, I think the biggest trend I'm seeing is that the capabilities and options and optionality choices available to advisors have never been greater. Yet their ability to take advantage of those things to drive real business impact, that gap is growing not shrinking.”Although both advisor and client experience need to be prioritized for best results, Segal points out that advisor experience drives the client experience in advisor-centric business models. Segal also drives home that data systems and warehouses depend on someone actually looking at the data and taking action from it. He poses questions for firms heavily investing in data warehouses: “Why am I going to spend the time, energy and money going in here to get this data nice and clean and accurate? What am I going to do with it? How is that going to help my firm grow? How is that going to help my firm deliver a better client experience? How is that going to help me make more money? Most firms don't do a great job of answering those questions first.” Listen to the full episode or reach out directly to Segal to learn more about how Actifi can help streamline your firm’s data processes. Connect with Three CrownsLet’s start conversations that spark innovation together. Click here to view our <a href="https://us02web.zoom.us/webinar/register/6416733731943/WN_YojMu0lWSMiTyK7TcFBb9w" rel="nofollow" target="_blank">upcoming webinar schedule</a> or <a href="https://www.threecrownsmarketing.com/contact" rel="nofollow" target="_blank">connect with a member of the Three Crowns team</a> today.

5. Nitesh Verma & Spenser Segal

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.

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 <a href="http://www.becomingreferable.com/spenser-segal-processes-worth-talking-about/" rel="nofollow" target="_blank">Spenser Segal on Processes Worth Talking About</a> appeared first on <a href="http://www.becomingreferable.com" rel="nofollow" target="_blank">Becoming Referable</a>.

Spenser Segal on Processes Worth Talking About