Intelligence for Growth
Learn about the power of understanding personalization and investment intelligence for financial advisors and individual investors.
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.
4 Types of Email Marketing Automation to Bolster Your Firm’s Outreach
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
How TIFIN Risk’s Platform Helps Clients
Did you know many investors get stuck in investment portfolios that don’t align with the facts in their current life situation? That’s because a lot
Why Traditional Risk Tolerance Questionnaires Lead to Inaccurate Risk Appetite
As an advisor, you have probably been relying on financial risk tolerance questionnaires to assess a client’s risk preference. Then, depending on the client’s answers,
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
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
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
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
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
Start Strong With Your 2022 Marketing Efforts
With the new year comes new opportunities to attract and convert potential clients. The start of 2022 offers a great chance for you to hone
