How to Make Investing Engaging Using AI with Founder & CEO Dr. Vinay Nair – WealthTech on Deck Podcast
TIFIN Founder & CEO Dr. Vinay Nair recently joined Jack Sharry on the WealthTech on Deck podcast to discuss trends in AI, WealthTech, and holistic wellness. ChatGPT may have recently taken the world by storm, but artificial intelligence is not new. In this episode, Vinay talks with Jack about how TIFIN is disrupting WealthTech, his […]
3 Ways Advisors Can Reset and Reinvigorate in the New Year
The Greatest Asset: Mastering Your Practice with Thomas Droge At TIFIN Wealth, our “why” is solving for any challenge advisors may experience in their practices and creating solutions to help you grow your business. In our The Greatest Asset series, TIFIN’s Chief Mindfulness Officer Thomas Droge shares how advisors can implement strategies to maximize their […]
Prospecting with NexGen Technologies for Financial Advisors
To succeed as a financial advisor, you need a strong client base – and that takes time and effort to build and maintain. In fact, research suggests it takes an average of eight touch points to convert a prospect into a sale – making it a particularly arduous process. Fortunately, thanks to advances in technology, prospecting isn’t […]
A Conversation with Procure: Why Natural Disaster Recovery Should be Included in Your Portfolio
Recently, there has been an abundance of worldwide natural disasters including hurricanes in Puerto Rico, Cuba, Florida, and Canada, earthquakes in Mexico, wildfires in California, heavy storms and flooding in Alaska and Pakistan, a typhoon in Japan and heat waves in the US and Middle East. With natural disasters forecasted to increase in magnitude and […]
Accelerating Growth through Measurable Content Marketing
In a video from Digital Wealth News’ Fintech Mastermind Series, watch as Niharika Shah, Chief Growth Officer of TIFIN Wealth, and Meghan McCartan, Chief Marketing Officer of Hightower Advisors discuss how financial advisors can accelerate growth through measurable content marketing. Watch to learn how advisors can leverage technology to: Strategically expand their businesses through personalized […]
Start Blogging: Simple Steps for Financial Advisors
In the digital age, advisors who want to organically attract more clients and prospects need to raise their voices over the din of the crowd. One of the best ways available for advisors to make their voice heard online is with a blog as a way of staying top-of-mind with clients and prospects. Advisors should […]
4 Types of Email Marketing Automation to Bolster Your Firm’s Outreach
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. […]
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 […]
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 […]