[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 […]
Top 10 Marketing Trends for Financial Advisors In 2023
With the marketing landscape always changing, businesses will need to adapt their marketing strategies. Moving forward, financial advisors will face unique and new challenges when trying to connect with clients and reach more prospects. Keeping this in mind, we cover the top ten marketing trends that financial advisors can use to grow their businesses in […]
15 Ways for Advisors to Increase Engagement on Social Media
Social media engagement is a way to measure likes, comments, and shares on your posts. It’s important because it creates a stronger relationship between you and your customers. It also increases your visibility, since social media platforms favor businesses with more engagement. Both of these factors can lead to additional sales through upselling, repeat business, […]
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 […]
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 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 […]
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 […]
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 […]
[Case Study] How TIFIN Content Advisors Are Using Personalized Outreach To Convert New Clients
From digital marketing to content marketing to social selling; advisors these days are bombarded with buzzwords, best-practice tips, and lists of tactics you should try for your firm. However, rarely do these articles walk through a specific journey of how an advisor can turn these theoretical concepts into practical actions that generate ROI. In this […]