INTELLIGENCE FOR GROWTH: Digital Marketing Should Be A Fun Part Of Your Growth Strategy—Why...
Wealth managers have a huge opportunity to grow through digital marketing, finding new clients, more assets, and potentially new advisors via mergers and acquisitions.
INTELLIGENCE FOR GROWTH: Advisors Can Use Tech To Offer Clients A Better Way To...
While many advisors offer their clients valuable advice around charitable giving, they may not have had access to the technology or processes to fully integrate giving into holistic financial services.
INTELLIGENCE FOR GROWTH: How Advisors Can Use Video To Meet Prospective Clients Where They...
Good wealth management marketing meets clients where they are. That increasingly means that video is the way to go, according to Clout by TIFIN, an AI-powered advisor content marketing platform.
INTELLIGENCE FOR GROWTH: The Best Times to Post on Social Media
Social media and what it takes to succeed can seem like a black box. Each platform has its own algorithm that it continually updates based on how users interact with content and their own internal goals.
INTELLIGENCE FOR GROWTH: Help Clients Create a Plan for Giving, Before Holiday Bells Start...
Advisors risk a missed opportunity for quality engagement if they wait until the end-of-the-year prep with clients to develop giving or philanthropic plans.
INTELLIGENCE FOR GROWTH: Stepping Up Your Communication and Service to LGBTQ+ Clients
As June’s Pride Month arrives, it's important to recognize the potentially unique impact these market forces may have on a certain subset of your clients and prospects: the LGBTQ+ community.
INTELLIGENCE FOR GROWTH: Make an Impact With Clients and Prospects Through Custom Content
When it comes to standing out as a financial advisor, it is paramount to differentiate your business with custom messaging which can ultimately help grow your practice.
INTELLIGENCE FOR GROWTH: How AI Can Make Private Markets Investing Easy
The time is right to add private markets to client allocations—but investing in alternatives is a time- and labor-intensive process for financial advisors and their clients.
INTELLIGENCE FOR GROWTH: How to Optimize Headlines to Get More Clicks
In this article, TIFIN Clout, an AI-powered digital marketing solution for FAs, offers practical guidance and actionable tips to help you make those improvements to start driving meaningful clicks to your website fast.
INTELLIGENCE FOR GROWTH: 5 Tips for Visually Driving Content Engagement
Images capture the eye faster than text, so a bold visual can get your prospect to read your headline and increase clicks. An effective image can also maintain interest, support your message, and break up text.