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 […]

Accelerating Growth through Measurable Content Marketing

image of webinar

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

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. […]

How To Drive More Leads with Tailored Marketing

How To Drive More Leads with Tailored Marketing

Wealth managers who are looking to grow their businesses ought to utilize marketing to create awareness for their services, nurture prospects, and keep clients engaged. A well-tailored marketing strategy helps guide prospects to become clients with strategic touch points that lead users to take desired actions. On average, it takes 13 touch points to convert […]

Financial Literacy Month: Help Others Take Control of Their Financial Future

Financial Literacy Month - Female Advisor pointing to computer screen and talking with two clients

April is Financial Literacy Month, so we thought it was important to reflect on why financial literacy matters so much. No matter where one exists within the wide spectrum of financial literacy, the month of April offers an opportunity for personal growth and introspection. Regular, intentional financial check-ins over the course of one’s life can […]

Women in Finance: Meet Suzanne Smith

Suzanne Smith, Director of Marketing at EFS Advisors

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

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 […]

Digital Marketing Plan Examples for Financial Advisors

Digital Marketing Plan Examples

Executing a digital marketing plan takes a lot of work and patience. Part of the difficulty lies in the fact that digital marketing is so broad and encompasses many facets. A large portion of it includes social media, email marketing, and creating an optimized website–but it can also include sending text messages, networking online, writing […]