• XtivaCloud - Future-Proof Financial Technology

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  • Who to follow in finserv

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  • By Jeff Marsden

    Three mistakes to avoid when defining Reasonable Compensation

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  • Book review

    Grow your advisory business with Absolute Engagement

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  • Why a solid succession plan is in your client’s best interest

  • Mary Meeker's 2017 Internet Trends Report

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From the Blog

content Xtiva

Content: One Strategy to Truly Connect with Clients AND Prospects

A thoughtful content marketing strategy will lead to deeper client engagement through demonstrated leadership and can be used to truly connect with clients.

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Reactive Software Xtiva Honeycomb

Glossary of Reactive Software Systems

At Xtiva, we are strong believers in the power of the cloud-based computing to dramatically improve complex technology and system […]

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Mary Meeker Internet Trends 2017 Report

Mary Meeker’s 2017 Trends: 5 Insights for the Financial Industry

We’ve assembled key highlights and implications for financial services businesses from Mary Meeker's 2017 Internet Trends Report.

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Why a solid succession plan is in your client’s best interest

As a financial advisor, it is part of your job to protect clients from disruptions to your business for one simple reason - it introduces risk that is not in their best interest. Risk that you can and must mitigate for them, by putting in place a comprehensive succession plan, with clear rules as to how and when it kicks in.

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Merrill Lynch refocuses on building a performance culture

With a swift kick, Merrill Lynch is abandoning the aggressive recruiting behavior that has dominated their growth strategy for the past two decades and building a performance culture around sales, service and advice.

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recruiting millennials

The Young & Talented: Steps to Attract Millennial Advisors

Understanding millennials and the distinctive qualities they bring to the workplace is essential for the long-term success of your business. Financial talent consultant Kelli Cruz recommends focusing on five key workplace areas as you seek to engage and motivate your growing millennial team.

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