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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

his 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.

Xtiva Has Turned 20

As Xtiva turns 20, we reflect on our commitment to evolve and grow for the success of our customers' business.

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.

What Advisors Really Don’t Like About Their Incentive Compensation Plans

Here are six things advisors don't like about their firm’s incentive compensation plans and how these issues can impact the achievement of performance objectives.

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