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 Swift, Founder of TCI Wealth, to discuss: Insights learned over a 30-year career about using education to grow a firm Building a multi-generational wealth management firm Keeping up with the […]

Health, Wealth and Tech: What Every Firm Should Consider

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 Sam Kina, SVP of Data Science at Jellyvision, to discuss: The intersection between health and wealth and what that means for wealth managers How advisory firms can use AI-powered technology to help clients make more […]

Revolutionizing the Client Experience by Recognizing the Human Side of Wealth Management

In the latest video from TIFIN Wealth’s Growth and Wealth Tech series covering the intersection of firm growth and technology, Ben Pitts, Head of Sales Development & Research sat down with James Lenhoff, Director of Mission at Wealthquest, to discuss the human side of wealth management plus:  James’ views on solving client pain points to grow […]

Financial Planning: Why AI-Powered, Simpler Software Can Help You Grow

Could “less be more” in financial planning? The truth is, most prospects and clients don’t need a 30-page financial plan. Virtually none of them want one or will even read the whole thing if you and your team take the hours required to create one. In fact, trends show that a one-page plan is gaining […]

The Power of AI in Wealth Management

Young Male Employee Uses Laptop Computer in System Control Monitoring Center with Technical Data Screens in Background

The Importance of Artificial Intelligence (AI) in Wealth Management Artificial intelligence (AI) driven wealth management platforms may now be considered must-haves for modern financial advisory firms. Virtually every other arena in investors’ lives–entertainment, shopping and social media, for example–is characterized by ultra-personalized experiences powered by AI. It’s only natural for investors to expect the same […]

Personalized Wealth Management for Financial Advisors

Wooden cubes in row with target customer symbols on each

Why Hyper-Personalization Should Be At Your Firm’s Forefront When your clients browse social media, they’re served personalized content. When they stream movies or music, they receive personalized recommendations. When they meet with you, their wealth advisor, they inherently expect the same level of personalization–and if they don’t receive it, they may look elsewhere for someone […]