“The paradigm of the client doing business with me on my terms has changed into me, the advisor, doing business with the client on their terms.” Jeremy Floyd, BPV Capital Management
For Institute members and other financial advisor readers who have not attended a global, cross-industry innovation conference, this article will give you an overview and insights from this year’s Front End of Innovation Conference(
We have the wrong mental model on change. It’s not: analyze –think – change. You cannot motivate people with information. Knowledge is not sufficient to spark change.
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