TIFIN Wealth Blog
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Women’s History Month: Why Personalization Matters
At TIFIN Wealth, we believe in better financial outcomes for all investors. And part of that is acknowledging what makes every person unique. Technology-driven personalization
Tech for Growth Webinar: Designing the Ideal Wealth Management Tech Stack
Does your firm want to leverage technology to fuel growth, but isn’t sure where to start? Watch a replay of TIFIN Wealth and panelists from OneDigital, Sowell
Why Every Investor Should Know Their Financial Personality
Individual investing can be an intimidating process, with volumes of contradictory advice competing for your attention. At the same time, there are so many variables
Using Financial Personality to Guide the Advisor-Client Relationship
All financial advisors are familiar with the phrase: “Know Your Client.” It all boils down to the importance of knowing the priorities of the person
A Conversation With TIFIN Personality Co-Founder & Chief Product Officer Iain Gillespie
Unlocking the Power of Personality in Investing: A Conversation with TIFIN Personality’s Iain Gillespie TIFIN Personality is combining the principles of positive psychology with modern
Start Strong With Your 2022 Marketing Efforts
With the new year comes new opportunities to attract and convert potential clients. The start of 2022 offers a great chance for you to hone
