TIFIN Founder & CEO Dr. Vinay Nair recently joined Jack Sharry on the WealthTech on Deck podcast to discuss trends in AI, WealthTech, and holistic
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
In a video from Digital Wealth News’ Fintech Mastermind Series, watch as Niharika Shah, Chief Growth Officer of TIFIN Wealth, and Meghan McCartan, Chief Marketing
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
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.
April is Financial Literacy Month, so we thought it was important to reflect on why financial literacy matters so much. No matter where one exists
In honor of Women’s History Month, we are highlighting some of the amazing women that we work with as clients and teammates here at TIFIN
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
Executing a digital marketing plan takes a lot of work and patience. Part of the difficulty lies in the fact that digital marketing is so
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