Making Habits Stick: The importance of willpower + accountability + kindness
In 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. Bo…
Spenser Segal on Processes Worth Talking About
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 plann…
Brian McLaughlin of Orion - How People, Culture, and Technology Drive Business Success
In today's business landscape, success is not solely dependent on products or services. Instead, the combination of people, culture, and technology drives business success. This trifecta of factors plays a crucial role in shaping the trajectory of any organization, influencing everything from emplo…
T3 Technology Tools for Today Presents: Hot & Happening at T3 2023
In 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 a…
Delivering World-Class Integrated Advice Profitably and Effectively with Spenser Segal
Episode 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 …
Spenser Segal’s Vision for the AI-Driven Future of Wealth Management
Spenser 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 st…
Transforming Advisor Engagement Through AI With Spenser Segal
Spenser 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 serv…
The AI-Enabled Future of Wealth Management with Spenser Segal
In this episode, Ryan Goulart sits down with Spenser Segal, CEO of Actifi, to explore how artificial intelligence is transforming wealth management and what it means for the future of human-AI collaboration.
Drawing from decades of experience at the forefront of technology revolutions from the int…
Ep. 353: Human-AI Synergy: How to Keep Advisors Front and Center with Spenser Segal, ActiFi
The post Ep. 353: Human-AI Synergy: How to Keep Advisors Front and Center with Spenser Segal, ActiFi appeared first on and was written by Elana Iskowitz.
Meet Our Guests This episode features Spenser Segal, founder and CEO of ActiFi. In this conversation, Spenser and Craig dig into how Success Pr…
How to Scale Professional Services Through Trusted AI Adoption With Spenser Segal
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