Personalize or Perish: Why Personalization is Key for Financial Advisors
Personalization is key to compete in a crowded marketplace. While personalization was once a “nice to have,” providing a personalized wealth management has become essential to remaining relevant in a competitive marketplace where clients expect more than ever. For financial advisors, the stakes are even higher. As investors are increasingly turning to new robo technology […]
How Positive Psychology Is Moving From The Fitness Industry To Financial Services
What can the financial services industry learn about loyalty and engagement from the world of fitness? More than you might expect. The fitness industry, specifically brands like Peloton and Noom, have embraced the principles of positive psychology to change the way people approach working out and weight loss. Instead of considering fitness a means to […]
ESG Investors Are Different. The Industry Needs To Approach Them Differently – by Co-Founder & CEO Dr. Vinay Nair
Personality tests and self-analysis have stood the test of time. From today’s Myers-Briggs indicators all the way back to the early Greeks, who explored approaches to psychometric measurements based on how our bodily fluids, or “humors,” affected personal traits. Personality has long been known as a powerful force in determining our behavior. However, one area […]
Why Every Investor Should Know Their Financial Personality
Individual investing can be an intimidating process, with volumes of contradictory advice competing for your attention. At the same time, there are so many variables for each investor to consider — their time horizon, their long-term goals, their risk tolerance and more. This can create a situation where, paralyzed by data, an investor builds a […]
Using Financial Personality to Guide the Advisor-Client Relationship
All financial advisors are familiar with the phrase: “Know Your Client.” It all boils down to the importance of knowing the priorities of the person you are advising. The guidance you lend to your clients may change what is financially possible for them years down the road — from what house they can afford, to […]
A Conversation With TIFIN Personality Co-Founder & Chief Product Officer Iain Gillespie
Unlocking the Power of Personality in Investing: A Conversation with TIFIN Personality’s Iain Gillespie TIFIN Personality is combining the principles of positive psychology with modern wealth management to create stronger connections between people, their advisors, and their wealth. It’s a concept that co-founder and CPO Iain Gillespie has been working on for years, combining the […]