Event Report: SIFMA Private Client Conference, 2019

I had the opportunity recently to attend SIFMA’s Private Client Conference (April 10-12, 2019) which brings together leaders from the wealth management industry to examine and discuss top issues facing the business. With such rapid change occurring today around technology, regulations, and investor demographics, these industry gatherings are more important than ever. If you were […]

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Xtiva How To: Get Business Phone Number(s)

by Jodi Taylor on May 11, 2018

in Wealth Management and Advisor Marketing

Getting business numbers, whether 1-800 or local numbers to various area codes, are a great way to show professionalism and area coverage for your small business. This video tutorial on how to get business phone numbers by Xtiva shows financial professionals how they can create and route phone numbers for growing their customer base and tracking marketing spend.

Event Report: SIFMA Private Client Conference, 2019

Xtiva How To: Get Business Phone Number(s)

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