We take a consultative approach to thoroughly understand your business so we can provide objective solutions that can help you achieve your vision. Our Solutions Consultants can help you identify gaps and potential opportunities in your business, hone in on specific areas for improvement and translate high-level business objectives into actionable plans.
Working with our Solutions Consultants means having a team of professionals dedicated to one thing – helping you maximize your business. They will work closely with your firm to evaluate your business and find new ways for you to drive your business forward.
To help you set and reach your goals, our Solutions Consultants leverage an advanced strategic planning process called Roadmap™.
RoadmapTM leverages a comprehensive database of best practices based on the needs that drive your business: growth, efficiency, managing risk, exceeding client expectations, planning your firm's future, maximizing your human capital or expanding your knowledge.
Using time-tested strategies and tactics, our Solutions Consultants will work with you to develop a well-defined action plan to help you achieve your goals.
As your firm evolves, we will work with you to adapt your plans and create new strategies to help you meet your goals.
Stewardship Capital, Ltd. Independence, MO
Situation: After some challenges in meeting hiring goals and deadlines, Stewardship Capital wanted to ensure that they could replace an employee on the verge of retirement in a timely fashion.
Solution: Our Solutions Consultants tapped into the unique capabilities of RoadmapTM to help Stewardship Capital define their goals, create actionable timelines and reports, and assign staff responsibilities to ensure nothing got lost along the way.
Results: Thanks to the action plan, Stewardship Capital was able to follow their timelines, accomplish their tasks and make the transition seamless. The new employee was ready to hit the ground running just as the retiring employee stepped down.
Access to Roadmap is provided by TD Ameritrade Institutional as a service to financial advisors using the brokerage, execution and custody services of TD Ameritrade Institutional. TD Ameritrade does not guarantee nor is it responsible for the completeness or accuracy of the data provided by third-party firms or for the quality of any third-party firm’s product or service. TD Ameritrade and ActiFi, Inc. are separate, unaffiliated companies and are not responsible for each other’s services and policies.