Why Your Marketing Strategy Must Be Ongoing and Consistent
Why Your Marketing Strategy Must Be Ongoing and Consistent When it comes to business, there are no overnight success stories. It takes time to build an audience, a brand, and a reputation. Even when a company has reached a certain level of success, they have to continue to market their products and services. Imagine if […]
Why Risk Preference and Risk Capacity Need to Be Scored Separately
Risk tolerance questionnaires have traditionally consisted of questions that produce one score centered around risk preference or attitude, which advisors then use to create portfolios or record the rationale for how they match clients to specific firm models. This can often create misalignment as it may not expose the entire reality of an individual’s overall […]
The Value of Content Marketing for Asset Managers
Content marketing is the act of creating and distributing digital media with the intention of attracting and retaining the attention of a defined target audience. This digital media can be produced in various forms, including articles, emails, social media posts, videos, podcasts, and more. How Content Marketing Differs Than Traditional Marketing Content marketing differs from […]
What is Thematic Investing?
Thematic investing allows people to align their investments with their beliefs. Understanding the investment world can feel daunting with what can seem like a never-ending variety of choices across stocks, bonds, and much more. But what if you want to express your viewpoints through your investments? Well, the good news is you can. Thematic investing […]
What Financial Advisors and Their Firms Don’t Understand About Digital Marketing
How can advisors and financial firms improve their marketing? Digital marketing expert and TIFIN Clout CEO Niharika Shah explains why the solution lies in personalizing relationships. Originally from InvestmentNews.com (11/4/21) For many advisors and their firms, the era of cold-calling and wholesaler-paid prospecting dinners were the good old days of advisor marketing. Truth be […]
3 Things You Should Know about the FIRE Movement
You’ve likely heard of it, but may be asking yourself what FIRE actually is, and if it makes sense within your financial future. As the Millennial and Gen Z generations continue to shift their perspectives on work and happiness, the Financial Independence, Retire Early (FIRE) movement has… well… been spreading like wildfire. Here are three […]
Why Financial Advisors Need To Demonstrate Their Firm’s Expertise In Digital Marketing
The Online Marketing Institute has shown it takes between 7-13 touches with a client before you make a sales-ready lead. One of the best ways to create enough touchpoints is to publish content online. This content can come in different forms, including articles, social media posts, podcasts, videos, emails, and other content. For businesses, the […]
How the combination of TIFIN Risk + CircleBlack helps advisors drive fact-based financial wellness.
In this episode of TIFIN Risk LIVE, Sarah Rasmuss, Chief Product Officer at Circle Black, and Larry Shumbres, Co-Founder and Chief Revenue Officer at TIFIN Risk go through an overview of both platforms and how the combination can help advisors drive fact-based financial wellness. https://www.youtube.com/watch?v=OlAxthQIqj0
The Impact of Apple’s iOS 15 Update on Email Marketing for Financial Advisors
At its Worldwide Developers Conference in June, Apple announced new privacy features for the iOS 15, which became available to the public in September 2021. These privacy features have already had a tremendous impact on the use and effectiveness of email marketing, and they will continue to do so for the foreseeable future. Apple’s iOS […]
Why Fact-Based Multidimensional Risk Capacity Is a Superior Approach for Financial Advisors to Profile Their Clients
Advisors have traditionally used risk tolerance questionnaires and basic timelines as the basis for portfolio recommendations. Unfortunately, these practices are riddled with flaws. As outlined below, including and prioritizing risk capacity offers a far superior method in advising clients with their investments. The Pitfalls of Risk Tolerance Questionnaires Risk tolerance, or preference, is based on […]