Modernizing Estate Planning for Financial Advisors

Bill Hortz's picture

[Having a holistic financial business model and product/servicing offering can be a very competitive and engaging way to grow your business, but it requires you to become “proficient” in areas beyond investment management, like estate planning

Getting Serious About Customer Experience

Bill Hortz's picture

[The purpose of a business is not merely to make a profit but, more importantly, to make customers. It is only from the development of that connection - between a business and its clients - that profit and growth will spring.

Creating Unique Applications for NFTs

Bill Hortz's picture

[Following up on our previous article on the increasing use of NFTs for business strategy, we decided to further explore how NFTs are being creatively used right now for engagement and effect.


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