TIFIN Wealth

<a href="https://drive.google.com/file/d/1EAuk-Be_3evME1W39mGYjnixtr2tGOJC/view?usp=share_link" rel="nofollow noopener noreferrer" target="_blank">Risk Methodology (Pt.1)</a> 

<a href="https://drive.google.com/file/d/1OXURshFj9KNBLn1EexamP9ARq4AXGfPL/view?usp=sharing" rel="nofollow noopener noreferrer" target="_blank">Risk Methodology (Pt.2)</a>

<a href="https://drive.google.com/file/d/1C-7IZfQZnNQnmp4h1Zky04DykT5NkCEw/view?usp=drive_link" rel="nofollow noopener noreferrer" target="_blank">Risk - Onboarding </a>(1)

<a href="https://drive.google.com/file/d/1U6PA2_elJgbuOCh4gjNiBGbndNBLNxy2/view?usp=drive_link" rel="nofollow noopener noreferrer" target="_blank">Risk - Onboarding (2)</a>

<a href="https://drive.google.com/file/d/138RzqseBMqF5x8YY8kqORTxa3q32pDFP/view?usp=share_link" rel="nofollow noopener noreferrer" target="_blank">Deep Dive into the Risk Assessment</a>

<a href="https://drive.google.com/file/d/1fVTngdZrxUmgUOizaU3B8-8bydqW4OFD/view?usp=share_link" rel="nofollow noopener noreferrer" target="_blank">Risk - Commonly Asked Questions</a>

<a href="https://drive.google.com/file/d/1i47pFepOP6Qx-lhoUZlNVn34is0BHzqZ/view?usp=sharing" rel="nofollow noopener noreferrer" target="_blank">Goals/Micro-Plan Assessment Overview</a> (1)

<a href="https://drive.google.com/file/d/1xFSrpn72xjCVzG5jsKizgS6xknbLFE4A/view?usp=drive_link" rel="nofollow noopener noreferrer" target="_blank">Micro-Planning (2)</a>

<a href="https://vimeo.com/869645534?share=copy" rel="nofollow noopener noreferrer" target="_blank">GOE - Goals Optimization Engine by Franklin Templeton</a>

<a href="https://drive.google.com/file/d/1Cnwho41OEVoa1vi-COuVHR0xw253mUhM/view?usp=share_link" rel="nofollow noopener noreferrer" target="_blank">Personality Assessment </a>

<a href="https://drive.google.com/file/d/1aVyIFvSKzszI7QiLO9y1s_WDVq8SDmzo/view?usp=share_link" rel="nofollow noopener noreferrer" target="_blank">Investment Research Overview</a>

<a href="https://drive.google.com/file/d/1akMZ2zDyNUatjtpEmhWPs1UFek-zZYO-/view?usp=drive_link" rel="nofollow noopener noreferrer" target="_blank">Sub Advised Trading Overview</a>

<a href="https://drive.google.com/file/d/1tJuxBAiE4x1jTm3VALBYoDoHwn8sKFiL/view?usp=sharing" rel="nofollow noopener noreferrer" target="_blank">Using TIFIN Wealth for Lead Generation</a>

<a href="https://drive.google.com/file/d/1X6FchQHjcz9LBp-0dejGQfJU6m7ctO6w/view?usp=share_link" rel="nofollow noopener noreferrer" target="_blank">Creating Personalized Investment Proposals</a>

<a href="https://drive.google.com/file/d/1KiCGsbcNTfHiaISL5nIehsbywAy-mqnp/view?usp=sharing" rel="nofollow noopener noreferrer" target="_blank">Evolution of TIFIN Wealth</a>

<a href="https://drive.google.com/file/d/1CaUT4J2fCYZj9PwIZq5QM2PNOKm4gF_4/view?usp=share_link" rel="nofollow noopener noreferrer" target="_blank">How does this all work together?  </a>

<a href="https://drive.google.com/file/d/16u6UGWkRBYRa43YTz02FbjpABq1IGLQS/view?usp=share_link" rel="nofollow noopener noreferrer" target="_blank">General Overview/Risk workflow</a>