Prospecting Strategy: Converting Retirement Plan Participants
Are you missing out on what could be your largest group of prospective clients? As you seek to grow your practice, sometimes the answer to effective prospecting may be right in front of you. In the case of a retirement plan advisor, you have access to thousands of retirement plan participants who need help beyond […]
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 […]
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 […]
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, […]
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 […]
A Conversation with Emles: Understanding the Potential of U.S. Domestic Manufacturing
As more investors take the Financial Personality Assessment, it’s no secret that many people have strong Viewpoints on where the world is going and which themes will shape our collective future. The last few years, issues related to supply chain and domestic production have come into view front and center. We sat down with Emles, […]
Managing Tomorrow’s Wealth Today: The Power of Entry-Level Financial Planning
Picture your ideal financial planning client. Chances are, it’s not a Gen Z prospect with a low (or negative) net worth. But, while older generations currently might have more wealth to manage, younger generations shouldn’t be overlooked. With older Millennials, for example, now in their prime earning years. Plus, according to an article from CNBC, […]
A Conversation with abrdn: Industrial Metals and the Global Energy Transition
As more investors take the Financial Personality Assessment, it’s no secret that many people have strong Viewpoints on where the world is going and which themes will shape our collective future. When looking to the future of energy, understanding the impact of industrial metals is key. We sat down with abrdn, creators of the abrdn […]