Five Digital Marketing Trends Financial Advisors Can Use to Grow Their Businesses
Financial advisors can use digital marketing to grow their businesses. But in the fast-paced world of technology, tactics that worked just a few years ago may not be as effective today. Below, we cover the five top trends financial advisors can use to grow their businesses in 2022 and beyond. Segmented Email Campaigns for Financial […]
Digital Marketing for Financial Advisors
Digital marketing is using internet technologies to promote your business. These technologies include hardware, such as computers and cell phones, as well as software such as digital platforms, apps, and website templates. Digital marketing also encompasses online tactics such as email marketing, ad campaigns, and search engine optimization (SEO). But how does all of this […]
Women in Finance: Meet Laura Kimble
Today, we’re highlighting Laura Kimble, Vice President of Product and Machine Learning at TIFIN Content. Laura joined the team in 2020 to help build and continually improve the AI-powered platform. TIFIN Content: Laura, can you share a bit about yourself and your family? Laura: I live in Denver, CO with my husband and fluffy Samoyed […]
Women in Finance: Meet Jamie Fairbanks
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 Clout. Today, we’re highlighting Jamie Fairbanks, Director of Advisor Success at TIFIN Clout. Read on to get to know our incredible advisor success leader. Clout: Jamie, can you […]
TIFIN Wealth Partners with Leading Wealth Enterprises, such as Commonwealth and Sanctuary Wealth Through its AI-powered Platform for Personalized Engagement
Commonwealth and Sanctuary Wealth are among firms that have signed on to use Clout by TIFIN to help drive growth for their advisors
A Conversation with ProcureAM: What You Don’t Know About Investing in the Space Industry
Investors with a high financial personality score in Viewpoints tend to be lifelong learners, early adopters, and are willing to learn about technologies and trends shaping the future. When looking to the trends and themes of the future, there are few industries that incite more excitement and curiosity than space. We sat down with ProcureAM, […]
TIFIN Wealth Launches TIFIN Grow with Over 500 Financial Advisors Using AI and Investment Intelligence Driven Personalization
TIFIN Grow combines TIFIN’s Risk, Planning, Financial Personality and other related capabilities to drive personalization at scale. Adds to TIFIN Wealth’s capabilities of personalized communications and marketing, allocation to alternatives, and personalized giving through Donor Advised Funds (DAFs).
Converting Prospects Through Simple Retirement Planning
Whether a you can retire when you want to is top of mind for pretty much anybody in the workforce today. If you’re like many advisors and limited by a laborious and costly planning platform, you probably don’t have time to run a plan for all of your prospects. Fortunately, there is a simpler […]
[Case Study] Targeting with Precision: My Personal CFO and TIFIN Content
Nathan Brown, CFP®, ChFC®, RICP® from My Personal CFO, a full-service financial firm committed to helping individuals and business owners, leveraged TIFIN Content to increase awareness and generate demand for his services. Brown turned to TIFIN Content to deliver personalized emails to target audiences and promote his webinars, leading to almost 200 attendees, over 50 […]
How Financial Advisors Can Incorporate Video Into Their Marketing Strategy
Financial advisors need to tailor their marketing strategy to meet prospects on the platforms that they utilize and the medium that they prefer. With consumer video consumption ever increasing, marketing videos will become more of a mainstay for financial advisors. Wyzowl reports that the number of businesses using video as a marketing tool has increased […]