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.

Xtiva How To: Set Up Alerts for the Internet

Learn how to set up alerts and never miss out on a piece of news again with Alerts that go straight to your inbox!

What Clients Want to Know: Questions a Wealth Manager Should…

Well-prepared clients looking for a new financial planner or wealth manager have good questions - and here's how to have good answers.

The Destination is Maximum Advice

What is your financial advisory business doing to ensure your customers receive the best advice you can deliver?

Women making a difference in financial services

Observations from the 3rd annual Women to Watch awards luncheon in New York City on March 13, 2018.

Top Reads on Incentive Compensation

Seven articles that offer valuable insights into incentive compensation in the financial industry.

10 Ways Advisors can Prosper in the new Wealth Management

Here's how advisors need to adapt their practices so that they can not only survive, but thrive, in the new wealth management industry.

Robo-Advice and the Great Reckoning

A great reckoning is underway in wealth management, accelerated by the emergence of the robo-advisor.