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.

Rick Scearbo, Xtiva Chief Revenue Officer, Talks the Benefits of…

Xtiva's CRO Rick Scearbo talks about the benefits of account based marketing for wealth management firms.

Essential Tools for ABM Strategy in Wealth Management

Learn more about ABM and what technology you should be looking at for your financial and wealth management firm’s strategy.

7 Steps to Get Started With Account Based Marketing

Deciding that an ABM approach is right for your business is one thing; implementing the strategy is another. Follow these 7 steps to get started.

ABM and Why Wealth Management Firms Need to Use It

Find out what account-based marketing (ABM) is and why it is a worthwhile effort for wealth management firms.

10 Finance Podcasts for Your Clients to Listen to Now

Here are 10 personal finance podcasts to share with your clients so that they stay informed while they're on the go.

Where to Get Client Gifts for the Holidays

The holidays are a great client touchpoint, and here is where to get all the best cards, gifts, and more to send to your clients, contacts, and staff.

Building a Great Marketing Team for Your Wealth Management Business

Build a great marketing department at your wealth management firm with our guide on who to hire and what skills to look for.

5 Steps to Get the Most Out of LinkedIn Each…

Xtiva brings you the top 5 ways for wealth management organizations and financial advisors to use LinkedIn to become thought leaders, active users, and trusted advisors in the industry.