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 […]
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 […]
5 Questions with Bill Parsons
TIFIN Grow is pleased to welcome Bill Parsons as EVP and General Manager. We’d like to introduce Bill and the deep experience he brings to the fintech, AI, and analytics-led solution space. Below, we invite you to get to know Bill as he answers five questions about his career, the fintech industry, and the best […]
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 […]
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 […]
Personalization: An Imperative With Ultra High Net Worth Clients
As clients become more discerning with their expectations for service and personalization, it’s no surprise that highly coveted Ultra High Net Worth (UHNW) clients may be even more so. UHNW clients have a myriad of options where to invest their assets and the nuances of each relationship matter. Hyper-personalization can be a powerful driver when […]