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Marketing Resource Center

Deploy marketing tools to help you make the most of your Personality subscription. Need help? Reach us at Deploy marketing tools to help you make the most of your Personality subscription. Need help? Reach us at contact@tifinwealth.com.

Tools:

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One-Pager

Customize a one-pager explaining to your clients why you partnered with Personality and what the benefit is to them. View here.

To customize, simply email us at contact@tifinwealth.com.

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Client Facing Video

Add some flair to your business website with a client-facing video about why Personality can help them be a happier investor.

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Note: Your web developer will have to upload the file to your site.

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Press Release

Set yourself apart and attract potential clients with the pre-approved Positivly press release. You can customize the release with your company information and send it out to your local media.

To customize, simply email us at contact@tifinwealth.com.

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Blogs

Access the text of customized blog posts that can help you share why working with a financial advisor matters. We always have new blog posts you can use here

Example copy:

What is Thematic Investing?

5 Reasons Why Working with a Financial Advisor Pays Off

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Email Content

Review pre-packaged text that can help you communicate with clients across different scenarios, including why they should take the Financial Personality Assessment, following up with leads, and more here.

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Social/Promotional Content

Access language you can use on your site or on social to promote the Financial Personality Assessment here.

Download social media images here.

Learn about why Advisors should use social media in an article from our affiliate Clout.

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Email Signature

Add your unique assessment link to your email signature to drive more responses. Access your unique link by logging in and going here: