"The answer is to create experiences for your clients, help them with important decisions, both financial and other, and help clients expand their concepts of life, retirement and learn to balance work, play and money." - Ray Loew
"While digital transformation is not easy, once you undergo the process, the efficiencies and effectiveness of the organization increases tenfold." - Michael Pinsker, Docupace Technologies
"We built White Glove to deliver everything we wished we had when we were hosting these seminars…and a guarantee was at the top of the list. " - Mike Thurman, White Glove
"We’ve created the opportunity for informed investors and institutions to make razor‐sharp, self‐selected allocations to this senior secured space as a diversifying complement to traditional fixed income portfolios" - Thomas Hardy, Ladder
"No matter how large or small an area or region, there exists the beginnings of local/regional entrepreneurial ecosystems. They need to be supported." - Bill Hortz
"Our philosophy and discipline work together to build in resilience at the individual company level and at the portfolio level as well."- Elise Hoffman, Marshfield Associates
"Ultimately, the best practice is to have the right person in the CCO position, implement the right processes for your business, and document everything." - Bo Howell, CCO Technology
Let's take a moment to say goodbye to 2018 with a review of some of the best financial services innovation articles and discussions that the Institute for Innovation Development developed through th
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