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Building a Great Marketing Team for Your Wealth Management Business

Build a great marketing department at your wealth management firm with our guide on who to hire and what skills to look for.

Winning HR Tactics For Sales Performance Management

Retaining top performers is a must for meeting your goals and excelling as a company. Here are our top strategies and tactics for growing sales performance management.

Incentive Compensation Management Trends

How your firm performs in achieving its strategic business objectives is the result of many factors, but few are as important as your advisor incentive compensation plan. With so many…

5 Steps to Get the Most Out of LinkedIn Each…

Xtiva brings you the top 5 ways for wealth management organizations and financial advisors to use LinkedIn to become thought leaders, active users, and trusted advisors in the industry.

The Performance Graph (or why Xtiva loves Graph Computing)

To accomplish rebooting Sales Performance Management (SPM), Xtiva needed an approach that would integrate lots of disparate data, deliver powerful analytics, and be highly tailorable to each user or business…

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.

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