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.

6 Ways to Build Trust in a Client Relationship

We put together 6 things that financial advisors can do to earn new and established clients' trust in the competitive industry of wealth management.

How To: Create Customer Journey Maps Online

This video walks you through creating customer journey maps for your advisory or wealth management business using a tool called Smaply.

Benefits of Building a Successful Customer Journey

Advisors need to be well acquainted with creating customer journey maps to constantly be improving the customer experience - we go into how to do it and the benefits.

Why Engage in Corporate Social Responsibility (for Wealth Management Firms)

Xtiva explains how CSR is good business and good practice for wealth management firms, and how to start.

Infographic: Getting Happier Clients, Reviews, and More Business Through Client…

This infographic walks you through how to get happier clients and improve your business through client experience.

How to Set Up and Use DocuSign For Documents

This video from Xtiva goes over how to set up and use DocuSign to sign a contract and send it to your financial advisory or wealth management clients.

11 Finance Podcasts You Won’t Want to Miss

This not-to-miss list of 10 top finance podcasts is meant to keep you listening and learning this summer no matter where you are.