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EBOOK

How to Grow Your Business with Investment Personalization

And Why You Can't Risk Getting Left Behind


As investors seek the level of customization they’ve come to expect, advisors must ensure their practice is up to the challenge.

 

In this eBook, learn:

  • Why investment personalization is a must-have to grow your business
  • How to evaluate personalization software
  • How to use personalization to prioritize and convert prospects

And much more!

Wealth e-book, How to grow your business with investment personalization

About TIFIN Wealth

The TIFIN Wealth platform helps wealth managers grow their businesses through investment personalization at scale. Advisors may then act on assessment findings to create personalized and intelligent investment proposals and manage end-to-end investments within the platform.

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Advisory services are offered through Tifin Grow LLC, an SEC Registered Investment Advisor. Being registered as an investment adviser does not imply a certain level of skill or training. The information contained herein should in no way be construed or interpreted as a solicitation to sell or offer to sell advisory services to any residents of any State where notice-filed or otherwise legally permitted. All content is for information purposes only. It is not intended to provide any tax or legal advice or provide the basis for any financial decisions. Nor is it intended to be a projection of current or future performance or indication of future results. Moreover, this material has been derived from sources believed to be reliable but is not guaranteed as to accuracy and completeness and does not purport to be a complete analysis of the materials discussed. Purchases are subject to suitability. This requires a review of an investor’s objective, risk tolerance, and time horizons. Investing always involves risk and possible loss of capital. Opinions expressed herein are solely those of Tifin Grow LLC and our editorial staff. The information contained in this material has been derived from sources believed to be reliable but is not guaranteed as to accuracy and completeness and does not purport to be a complete analysis of the materials discussed. All information and ideas should be discussed in detail with your individual adviser prior to implementation. Images and photographs are included for the sole purpose of visually enhancing the website.

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