Intelligence for Growth
Learn about the power of understanding personalization and investment intelligence for financial advisors and individual investors.
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.
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
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,
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
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
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
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