AI Agents as Hyper-Efficient Advisor Meeting Assistants

Bill Hortz's picture

[Where the rubber meets the road, where true innovation happens, is not in the introduction of a new technology, but in its strategic application in solving specific problems and enhancing the operating dynamic and capabilities of a business.

A Transformative Investment Management Operating Experience

Bill Hortz's picture

[In the asset management world, legacy technology may get the job done but it is likely to be clunky, inefficient, creates more work, and unnecessarily puts a drain on business productivity in today’s world of fast-moving markets and modern te

Book Review: The Rainmaker Multiplier by Jason L Smith

Bill Hortz's picture

The Rainmaker Multiplier: How to Create a Self-Sustaining, Scalable Financial Planning Business

Summary review by Bill Hortz, Founder & Dean, Institute for Innovation Development

Pages

Subscribe to RSS - Bill Hortz's blog