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.

The Power of Client Engagement, an Interview with Julie Littlechild

Our interview with Julie Littlechild on the power of client engagement and how it works for advisors and wealth management firms.

Automating Emails for Increased Client Engagement

Learn how to automate an email series by setting triggers based on different actions. Connect a MailChimp form to your website and create an automated welcome series with different parameters.

The Power of Email Tools for Your Advisory Business

We explain the benefits of email automation for businesses. The tutorial goes over how to create a free MailChimp account and how to get your welcome series started.

Summer 2018 Reading List – A Book A Week Challenge

The Xtiva team has put together our summer 2018 reading list – 12 titles to dive into this summer at the beach, on the dock or in your yard.

Top 5 questions asked by Xtiva customers and prospects

Jeff Marsden answers top questions Xtiva customers and prospects ask about incentive compensation, sales performance and technology in wealth management.

Mistakes advisory firms make with incentive compensation

Incentive compensation is among the most important aspects of the advisory business, but many firms are making mistakes that hinder their performance.

Xtiva How To: Get Business Phone Number(s)

This video tutorial on how to get business phone numbers by Xtiva shows financial professionals how they can create and route phone numbers.

Boost Your Advisory Business with a Professional Profile

Whether a byline on an article, a Twitter bio, or your professional website, knowing how to convey your experience and professionalism can mean big business.