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 wellness. ChatGPT may have recently taken the world by storm, but artificial intelligence is not new. In this episode, Vinay talks with Jack about how TIFIN is disrupting WealthTech, his […]
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 they share how leveraging strategic content powered by intelligent technology can help firms deepen client relationships, differentiate their brand, and scale their practice. Learn how to: • Access tools and […]
Prospecting with NexGen Technologies for Financial Advisors
To succeed as a financial advisor, you need a strong client base – and that takes time and effort to build and maintain. In fact, research suggests it takes an average of eight touch points to convert a prospect into a sale – making it a particularly arduous process. Fortunately, thanks to advances in technology, prospecting isn’t […]
How To Drive More Leads with Tailored Marketing
Wealth managers who are looking to grow their businesses ought to utilize marketing to create awareness for their services, nurture prospects, and keep clients engaged. A well-tailored marketing strategy helps guide prospects to become clients with strategic touch points that lead users to take desired actions. On average, it takes 13 touch points to convert […]
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 as digital platforms, apps, and website templates. Digital marketing also encompasses online tactics such as email marketing, ad campaigns, and search engine optimization (SEO). But how does all of this […]
Top 10 Marketing Trends for Financial Advisors In 2023
With the marketing landscape always changing, businesses will need to adapt their marketing strategies. Moving forward, financial advisors will face unique and new challenges when trying to connect with clients and reach more prospects. Keeping this in mind, we cover the top ten marketing trends that financial advisors can use to grow their businesses in […]
15 Ways for Advisors to Increase Engagement on Social Media
Social media engagement is a way to measure likes, comments, and shares on your posts. It’s important because it creates a stronger relationship between you and your customers. It also increases your visibility, since social media platforms favor businesses with more engagement. Both of these factors can lead to additional sales through upselling, repeat business, […]
The Value of Content Marketing for Asset Managers
Content marketing is the act of creating and distributing digital media with the intention of attracting and retaining the attention of a defined target audience. This digital media can be produced in various forms, including articles, emails, social media posts, videos, podcasts, and more. How Content Marketing Differs Than Traditional Marketing Content marketing differs from […]
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 your marketing strategy and ensure that you are reaching prospects in new and engaging ways that resonate with their own aspirations. You should capitalize on this time to reassure, educate, […]