Women’s History Month: Why Personalization Matters

At TIFIN Wealth, we believe in better financial outcomes for all investors. And part of that is acknowledging what makes every person unique. Technology-driven personalization signals are intended to identify the needs, preferences, and values of each person. While financial advisors can bring these lessons into any client conversation, there are differences to consider when working […]

Capturing the Future of Workplace Enterprise Lead Gen

It’s well known that some of the wealth management industry’s largest firms are focused on the workplace channel, and many of the larger players in the space have made moves over the last five years that show workplace retirement and wealth is an important component of their strategic growth plans. In fact, retirement plan and […]

Financial Planning for the LGBTQ+ Community

As a financial advisor, you’re well-versed in speaking to today’s surging inflation, ongoing market volatility, and anticipated recession—it’s a key part of the job. However, notably during June’s Pride Month and throughout the year, it’s important to recognize the potentially unique impact these market forces may have on a certain subset of your clients and […]

Client Conversations: How the SECURE Act May Impact Your Clients’ Estate Plans

After establishing an estate plan, it is essential to regularly review it in its entirety to ensure that your client’s will or trust still aligns with their long-term goals and expectations. While this can be done on an annual or quarterly basis, it is also important to return to their plan after a major life […]

Client Conversations: 7 Things Clients Need to Do in the Decade Before They Retire

Have you ever wished that there was a simple retirement roadmap – one that outlines each person’s path to financial security featuring days spent with family, vacations, and blissful moments of relaxation? Of course, there’s no one-size-fits-all way to help clients reach their retirement goals. What they need and how you’ll get there depends on […]

Converting Prospects Through Simple Retirement Planning

investment planning tools

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 […]

Managing Tomorrow’s Wealth Today: The Power of Entry-Level Financial Planning

Family hangs art work on the wall in their house

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, […]

Engage With Emerging Wealth Through Micro Plans

Portrait of beautiful adult mother and daughter

The success of your business depends on satisfying your existing clients – and acquiring new ones. So, to keep your pipeline full, it goes without saying that you must connect with prospects at every point of the financial journey, including the earlier investor stage. In this article, we’ll show you how to capture that emerging […]

Convert Financial Planning Clients in Real-Time with Conversational AI

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Potential clients have plenty of options when they shop around for a financial planner. So, when they book a prospecting call with you, you need to wow them from the start. That way, you establish instant trust and rapport – and increase your odds of signing them as paying clients before you even hang up […]

Why Conversational AI is a Must for Your Financial Planning Practice

Woman types on a computer

Your clients and prospects expect a simple, digital solution to fulfill every need – including financial planning. That means you must embrace emerging technology to attract, retain, and serve them. To bring you up to date, we’ll discuss one of the latest trends – Conversational AI – and how you can use it to grow […]