TIFIN Wealth Blog
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How AI is Changing the Wealth Management Industry
AI is here. Is your firm ready? Watch a replay of an insightful webinar featuring leaders from TIFIN, Deloitte and Brighton Jones as they discuss
How to Make Investing Engaging Using AI with Founder & CEO Dr. Vinay Nair – WealthTech on Deck Podcast
TIFIN Founder & CEO Dr. Vinay Nair recently joined Jack Sharry on the WealthTech on Deck podcast to discuss trends in AI, WealthTech, and holistic
How to Create an Effective Digital Marketing Plan as a Financial Advisor
Devising a digital marketing plan in advance can keep your budget on track and improve your results. Below, we break down the steps you need
Digital Marketing Strategies for Financial Advisors
Financial advisors can use digital marketing strategies to reach new prospects and strengthen current relationships with clients–but not enough advisors take advantage of it. It
Five Digital Marketing Trends Financial Advisors Can Use to Grow Their Businesses
Financial advisors can use digital marketing to grow their businesses. But in the fast-paced world of technology, tactics that worked just a few years ago
Digital Marketing for Financial Advisors
Digital marketing is using internet technologies to promote your business. These technologies include hardware, such as computers and cell phones, as well as software such
Women in Finance: Meet Laura Kimble
Today, we’re highlighting Laura Kimble, Vice President of Product and Machine Learning at TIFIN Content. Laura joined the team in 2020 to help build and
Women in Finance: Meet Jamie Fairbanks
In honor of Women’s History Month, we are highlighting some of the amazing women that we work with as well as members of our team
A Conversation with ProcureAM: What You Don’t Know About Investing in the Space Industry
Investors with a high financial personality score in Viewpoints tend to be lifelong learners, early adopters, and are willing to learn about technologies and trends
Converting Prospects Through Simple Retirement Planning
Whether a you can retire when you want to is top of mind for pretty much anybody in the workforce today. If you’re like
[Case Study] Targeting with Precision: My Personal CFO and TIFIN Content
Nathan Brown, CFP®, ChFC®, RICP® from My Personal CFO, a full-service financial firm committed to helping individuals and business owners, leveraged TIFIN Content to increase
