[To truly innovate, differentiate and engage today’s changing clients, financial professionals today need to borrow more heavily from the design industry.
“Active collaboration, strategic partnerships, and an open mind, will go a long way toward establishing the successful and profitable financial advisor of tomorrow.” - Hessel Pole, Invested Consultants
"You need to review the considerations for long-term success when launching a fund, not just the immediate costs to organize and operate a fund." - Jace Schuppan, Ultimus Fund Solutions
"Too many business people create from their heads, from their “expertise” and embedded assumptions, to truly see what will actually motivate potential customers." - Corey Westphal, MobileAssistant
"When new technologies are combined with equally robust adaptive portfolio strategies, then innovation can thrive, making it possible to better manage a portfolio through any market environment - Bull or Bear."- Tom Hardin, Canter
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