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 […]
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 […]
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 […]
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. […]
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 […]