Using Education and Tech to Build a Multi-Generational Wealth Management Firm
In the latest video from TIFIN Wealth’s Growth and WealthTech series covering the intersection of firm growth and technology, Ben Pitts sat down with Bob Swift, Founder of TCI Wealth, to discuss: Insights learned over a 30-year career about using education to grow a firm Building a multi-generational wealth management firm Keeping up with the […]
Health, Wealth and Tech: What Every Firm Should Consider
In the latest video from TIFIN Wealth’s Growth and WealthTech series covering the intersection of firm growth and technology, Ben Pitts sat down with Sam Kina, SVP of Data Science at Jellyvision, to discuss: The intersection between health and wealth and what that means for wealth managers How advisory firms can use AI-powered technology to help clients make more […]
Revolutionizing the Client Experience by Recognizing the Human Side of Wealth Management
In the latest video from TIFIN Wealth’s Growth and Wealth Tech series covering the intersection of firm growth and technology, Ben Pitts, Head of Sales Development & Research sat down with James Lenhoff, Director of Mission at Wealthquest, to discuss the human side of wealth management plus: James’ views on solving client pain points to grow […]
Modern Workplace Opportunities in Wealth Management
In the latest video from TIFIN Wealth’s Growth and Wealth Tech series covering the intersection of firm growth and technology, Ben Pitts, Head of Sales Development & Research sat down with Dick Darian, CEO of Wise Rhino Group, to discuss trends an opportunities surrounding workplace strategy within the wealth management industry. Watch as they discuss […]
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 […]
3 Steps to Help Advisors Thrive During Uncertain Markets
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 […]
3 Easy Steps for Combating Stress During Market Volatility
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 […]
Client Conversations: Estate Planning with Digital Assets
In the last decade, the need for establishing a digital estate plan has increased significantly, as technology has continued to permeate our daily lives in the form of social media accounts, NFT holdings, crypto and other blockchain accounts, and more. Thus, the question arises as to who will have access to your clients’ account information […]
Putting the “I” in Investor: How to Give Clients the Personalization They Expect
Consumers now expect customized treatment from all services – including their financial advisor. New technology can help even small practices keep up. “One size fits all” no longer fits. In a world where a person’s streaming service recommends movies they’ll love and their grocery app remembers their favorite snacks, investors are wondering why their financial […]
Why Today’s Modern Advisor Needs Their Online Risk Tolerance Questionnaire To Be Part of an Integrated Fintech Platform
Gone are the days a risk assessment should be conducted on paper or in a spreadsheet. These processes are cumbersome, slow, and prone to inaccuracies. Recognizing these problems, the founders of TIFIN Risk spent over five years creating a tool that integrates with leading broker-dealers and custodians, as well as complimentary fintech partners. We focused […]