Redefining the Insurance Marketing Organization

Bill Hortz's picture

[Every facet of the financial services industry is in the process of being reviewed, rethought, and rejiggered. Being in an operating environment of accelerating business and cultural change does that sort of thing to industries.

Investing in Innovation

Bill Hortz's picture

[Investing in innovation – the ongoing execution of new ideas that create client value - is a tricky pursuit and an enormous opportunity.

Operating as an Entrepreneur vs. a Business Owner

Bill Hortz's picture

"An advisor can begin walking the path toward being “nextgen” simply by taking small steps like adding efficiency through technology and leveraging digital communications." - Jon Robinson, Blueprint Investment Partners

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