Does Snail Mail Still Work for Financial Advisors?

Should you invest in print direct mail to attract new clients to your financial practice?

Cybersecurity Threats Facing Financial Advisors in 2020

Do you know what risks financial advisors face in 2020 when it comes to online security? It's never been more important to protect your data.

Topics to Cover with Advisory Clients in the New Year

What needs do your advisory clients have in the New Year and how can you meet them with confidence?

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.