Biggest Market Opportunities to Grow Your Advisory Business in 2020

From new audiences to expanding your services, these are the ways to stand out as an advisor in 2020.

Financial Advisor Website Mistakes and How to Avoid Them

Are you making any of these website mistakes? They could be getting in the way of your success.

SEO Best Practices for Financial Advisors

Improve your search ranking as a financial advisor with a few key tips and tricks — no expensive tools or experience necessary.

Financial Advisor Marketing: How to Market to Millennials

As millennials grow older, it's time to adapt your strategy to include younger clients in your practice.

7 Tools to Optimize Client Communications as a Financial Advisor

These 7 tools will save you time and money while improving your client relationships.

5 Ways Financial Advisors Can Use Video Marketing to Generate…

Video marketing is a powerful lead-generation tool if you know how to leverage it on your website and social media.

Up Your Game: 5 Non-Industry Certifications for Financial Advisors to…

There's a world beyond financial certifications that's worth exploring. These non-industry certifications will grow your practice.

Time Management Life Hacks for Wealth Managers

Is there never enough time in the day? Learn how to accomplish more with the limited time you have.

How to Leverage Data Analytics to Improve Sales

Grow your business through data analytics by learning how to leverage data in your advisory practice or wealth management firm.

Achieve More in Less Time with These Productivity Tips

Xtiva puts together productivity tips for every advisor working hard to get more out of each day.

Does Your Wealth Management Firm Need a Mentorship Program?

Mentorship can fast track new advisors on their path to becoming valuable and successful employees. Here we explain how and why you should implement your own mentorship program.

First Impressions: A Modern Approach to Client Onboarding

Efficient client on-boarding is key to the long-term growth of a wealth management firm. Make sure your onboarding process makes a great first impression.

3 Frameworks for Sustainable Investing

Sustainable investing is a trend that's here to stay. These guidelines help financial advisors build portfolios that match client values.

How Family-Friendly Management Policies Benefit Everyone

Balancing a demanding career in financial services is tough for parents of young children. In a country like the U.S., where there’s no guarantee of family-friendly management policies or benefits,…

How to Start a Podcast as a Wealth Management Firm

If your company or firm is looking to launch a podcast, follow our guide to ensure you are taking the right steps.