TIFIN Wealth Blog
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Grow Your Practice Through Technology-Powered Content
Is your firm looking to accelerate growth in 2023? Watch a replay of TIFIN Wealth and panelists from Aspiriant, Ronald Blue Trust, and Sowell Management as
Using Education and Tech to Build a Multi-Generational Wealth Management Firm
In the latest video from TIFIN Wealth’s Growth and WealthTech series covering the intersection of firm growth and technology, Ben Pitts sat down with Bob
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
8 Tips For Financial Advisors To Level Up Their Social Media
It’s no longer news that social media is a vastly powerful force in marketing. More than 73% of marketing professionals said that social media marketing
Why not having the right API strategy is not just a poor business decision, it is a client retention issue for fintechs
The Era Of Walled SaaS Gardens Is Dead Not too long ago, software platforms could live in isolation. They were built as complete waterfall technologies
How Today’s Portfolio Risk Assessment Tools Rely On AI and Big Data To Better Serve Their Clients
Traditionally, advisors were only able to capture inputs directly from their clients. This information was often very subjective and relied heavily on the clients’ feelings
Why Today’s Modern Advisor Needs Their Online Risk Tolerance Questionnaire To Be Part of an Integrated Fintech Platform
Gone are the days a risk assessment should be conducted on paper or in a spreadsheet. These processes are cumbersome, slow, and prone to inaccuracies.
How the Right Risk Profiling Can Help You Close Clients (No, Really!)
As discussed in our article Traditional Risk Tolerance Questionnaires Lead to Inaccurate Risk Appetite, risk tolerance questionnaires help mitigate biases and emotional subjectivity in investing
If You’re Only Looking at Traditional Risk Tolerance, You’re Missing More Than Half of the Equation
At TIFIN Risk, we’ve introduced a better way to quantify risk. The usual risk tolerance questionnaire for advisor includes questions about how your client feels
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,
