The Art and Science of Client Engagement

Bill Hortz's picture

At a rather unique financial services industry conference I recently attended, I was stricken by the level of discussions and trainings going on around what it meant to truly engage and connect with your clients and prospects.

Tearing Down Conventional Investment Wisdom

Bill Hortz's picture

"As a portfolio and risk manager, I decided that there had to be a better way to manage the risk of inevitable volatile bear markets, while providing advisors and investors peace of mind." - Tom Hardin, Canterbury Investment 

Evolving the Advisor-Client Relationship

Bill Hortz's picture

"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


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