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 […]
How to Create an Effective Digital Marketing Plan as a Financial Advisor
Devising a digital marketing plan in advance can keep your budget on track and improve your results. Below, we break down the steps you need as a financial advisor to come up with an effective online strategy. Defining Your Target Audience as a Financial Advisor Defining your target audience allows you to refine your message […]
Digital Marketing Strategies for Financial Advisors
Financial advisors can use digital marketing strategies to reach new prospects and strengthen current relationships with clients–but not enough advisors take advantage of it. It can be difficult to know when, how, what, and where to post. Digital marketing primarily consists of creating certain types of content and then using online tools to deliver it. […]