Partner CE Series: TIFIN Group
AI-Driven Personalization to Improve Client Experience and Outcomes

1.0 CFP CE
August 26, 2021 
12:00 - 1:15 PM

Investors are better armed than ever with free educational content and tools and are opting for low-cost substitute services from robos, tech-forward advisors, and index funds. Meanwhile, clients are demanding highly personalized service for their fees, as they navigate intergenerational wealth transfer, frequent macroeconomic shocks, and diverse investment choices from ESG investments to thematics such as crypto, robotics, and emerging markets. In this session, advisors will learn how AI-driven technology innovations result in actionable planning and portfolio management ideas for their clients. The result will be accelerated growth in net new assets for advisors who embrace new technology and methods.

Eric Weiss - CMO and Partner, TIFIN

A data-driven CMO, Eric weaves together rigorous performance marketing, corporate strategy, and brand. He has over 20 years of experience in startup, growth, and public technology companies, realizing multiple successful acquisitions and an IPO. Eric has a track record building and scaling high growth B2C and B2B disruptors inindustries undergoing transformation — including financial services, telecom, cleantech, and cloud computing.

Eric has an MBA from Harvard Business School and a Master's in Public Policy from Harvard's Kennedy School. He has a Bachelor's, Magna Cum Laude, from the University of California with a double major in Economics andPolitical Science. Eric is an adjunct faculty member at the University of San Francisco's Department of Entrepreneurship and Innovation.

Tickets

$0.00 COFPA Members

$0.00 FPA Members and Nonmembers