How To Drive More Leads with Tailored Marketing
Wealth managers who are looking to grow their businesses ought to utilize marketing to create awareness for their services, nurture prospects, and keep clients engaged. A well-tailored marketing strategy helps guide prospects to become clients with strategic touch points that lead users to take desired actions. On average, it takes 13 touch points to convert […]
5 Questions with Bill Parsons
TIFIN Grow is pleased to welcome Bill Parsons as EVP and General Manager. We’d like to introduce Bill and the deep experience he brings to the fintech, AI, and analytics-led solution space. Below, we invite you to get to know Bill as he answers five questions about his career, the fintech industry, and the best […]
Putting the “I” in Investor: How to Give Clients the Personalization They Expect
Consumers now expect customized treatment from all services – including their financial advisor. New technology can help even small practices keep up. “One size fits all” no longer fits. In a world where a person’s streaming service recommends movies they’ll love and their grocery app remembers their favorite snacks, investors are wondering why their financial […]
Financial Literacy Month: Help Others Take Control of Their Financial Future
April is Financial Literacy Month, so we thought it was important to reflect on why financial literacy matters so much. No matter where one exists within the wide spectrum of financial literacy, the month of April offers an opportunity for personal growth and introspection. Regular, intentional financial check-ins over the course of one’s life can […]
Countering Client Anxiety With Risk Scores Rooted in Reality
Market volatility is par for the course in investing—yet it can still catch your clients off guard. When markets dip or volatility prevails, investors often let their emotions rule, sparking feelings of anxiety (and even panic). This can lead to a premature sell-off, which can drastically reduce their returns in the long run. Case in […]
Women in Finance: Meet Suzanne Smith
In honor of Women’s History Month, we are highlighting some of the amazing women that we work with as clients and teammates here at TIFIN Content. Today, we’re highlighting Suzanne Smith, Director of Marketing at EFS Advisors. Suzanne works directly with over 45 advisors and their teams, helping them develop and grow their practices. She […]
3 Questions with abrdn: Precious Metals and the Current Market Environment
In a volatile market environment, people may turn their eye toward investments that are designed to provide greater security. We connected with abrdn, creators of the Aberdeen Standard Physical Precious Metals Basket Shares ETF (GLTR) to understand the impact on the current market environment in the precious metals arena. GLTR aligns with the Security TIFIN […]
Women in Finance: Meet Sara Hopkins
In honor of Women’s History Month, we are highlighting some of the amazing women that we work with as well as members of our team here at TIFIN Content. Today, we’re highlighting Sara Hopkins, Marketing Coordinator at Sanctuary Wealth. TIFIN Content: Sara, can you share a bit about yourself and your family? Sara: I graduated […]
Prospecting Strategy: Converting Retirement Plan Participants
Are you missing out on what could be your largest group of prospective clients? As you seek to grow your practice, sometimes the answer to effective prospecting may be right in front of you. In the case of a retirement plan advisor, you have access to thousands of retirement plan participants who need help beyond […]
Digital Marketing Plan Examples for Financial Advisors
Executing a digital marketing plan takes a lot of work and patience. Part of the difficulty lies in the fact that digital marketing is so broad and encompasses many facets. A large portion of it includes social media, email marketing, and creating an optimized website–but it can also include sending text messages, networking online, writing […]