Page 27 - Investment Advisor - November 2021
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Executive Leadership
FIRMS covers the task of paying vendor bills and making sure
compliance, IT and portfolio management are all taken
Archford utilizes GoGo-Check In, a care of so that the advisor can focus on serving clients and
software that team members log on to growing their business. As well as successfully increasing
each week and rate their work experi- the Equita Financial Network’s list of member firms, the
ence. In the weekly survey, employees team also had the opportunity to be a part of a financial
are able to anonymously rank their experience from 1 to 10 literacy program presenting to Harvard and Wharton
and write a description to explain how they are feeling, which Business School alumi.
helps management address any potential problems and con-
tinuously cultivate a positive workplace culture. In 2017, Cambridge Investment Research
Archford launched Archford Angels, a philanthropic business is resolving advisor issues by pro-
model to engage employees and encourage them to give back viding the technology that makes them more efficient and
to the communities in which they live and work. Each effective in business activity without sacrificing sophistication
Archford employee receives a $1,000 grant for the charity of or choice. The firm recently launched CLIC Advisor, an exten-
their choice. sion of Cambridge’s digital workstation for independent finan-
cial professionals, and CLIC Client, an investor center for
Equita Financial Network, was the clients of financial professionals. These digital solutions will
first platform solely focused on give independent financial professionals a single-pane view
supporting women-led financial where they can achieve their business goals, gain a competitive
planning firms designed. The firm, advantage and provide their clients with all aspects of life’s
affiliated with Beyond AUM, provides an opportunity for planning needs — all the while, doing so by not limiting their
women to share ideas and network with other advisors. It flexibility and choice.
NOVEMBER 2021 INVESTMENT ADVISOR 25
