Wealth Planner

A Wealth Planner is a term used by some financial advisors. Generally Wealth Planners focus on a higher net worth segment of the market – high-net-worth individuals (HNWIs) and ultra-high-net-worth individuals (UHNWIs) – and delivery or provide access to a wide range of expertise such as tax planning, wealth protection, estate planning, business succession planning, capital gains planning and risk management.

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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.
February 19, 2019

5 top takeaways from FSI OneVoice 2019

Here are our 5 top takeaways from the recent FSI OneVoice 2019 event in New Orleans.
February 13, 2019

Working With Xtiva

Learn about the best parts of working at Xtiva and see current opportunities.
February 4, 2019

25 Ways your Incentive Compensation Program is Leaking Profits from…

Here's how your financial services business may be losing revenue and profits through a wide range of seemingly small inefficiencies, poor procedures, misalignments, and human errors.
January 28, 2019

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.
January 24, 2019

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.
January 16, 2019

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.
January 8, 2019

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.
December 18, 2018

Wealthtech Trends to Watch in 2019

What is the most important wealthtech trend that the wealth management and advisory industry should pay attention to in 2019? Here's what the experts say.
December 11, 2018

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