Recorded Webinar
Best Practices

How Advisors Use TIFIN Wealth + Wealthbox to Drive Personalization-Led Growth

ABOUT THIS WEBINAR

Join us for a previously recorded live webinar to see how advisors scale their firms by using specific client characteristics to nurture and engage clients.

This webinar will cover

  1. 1 How advisors use client risk tolerance and personality traits to deliver relevant marketing content.
  2. 2 How using CRM as a single source of record can help streamline operations and drive workflows.
  3. 3 How having a deep understanding of clients’ individual financial situations and goals help advisors identify new business opportunities.
  4. 4 How highly personalized client communication can lead to greater client satisfaction, loyalty, and increased referrals.

SPEAKERS

Ben Pitts

Ben Pitts

Head of Sales Development & Research

TIFIN Wealth

Chris Kopanski

Chris Kopanski

Head of Customer Education

Wealthbox

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