4 Types of Email Marketing Automation to Bolster Your Firm’s Outreach

Mail phone application with two unread notifications

Marketing automation allows businesses to target customers with automated messages across marketing channels like email, web, and social media. However, automation does not mean that you can set it and forget it. While marketing automation allows you to be more efficient and effective, you still need to develop, analyze, and optimize your channels and tactics. […]

Digital Marketing Strategies for Financial Advisors

Digital Marketing Strategies

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

Five Digital Marketing Trends

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 […]

[Case Study] Targeting with Precision: My Personal CFO and TIFIN Content

Man watching a webinar on his computer

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 […]

Top 10 Marketing Trends for Financial Advisors In 2023

2022 on wooden blocks

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 […]

The Impact of Apple’s iOS 15 Update on Email Marketing for Financial Advisors

man holds smart phone

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 […]

Start Strong With Your 2022 Marketing Efforts

various dollar bills lay on a table

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 your marketing strategy and ensure that you are reaching prospects in new and engaging ways that resonate with their own aspirations. You should capitalize on this time to reassure, educate, […]