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

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


Ben Pitts

Head of Sales Development & Research

TIFIN Wealth

Chris Kopanski

Sr. Product Specialist


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