Immersing Advisors in the Technology of Advice

Bill Hortz's picture

[The study of innovation teaches us that in a hyper-competitive business environment, driven by an accelerating rate of change, the winning path forward is an open mindset and a commitment to continuous learning.

Mastering Client Behavior and Money Energy

Bill Hortz's picture

Beyond the Know Your Customer rule, the catch phrases of “client-centered” or “client-focused”, and the quest for the Holy Grail of client engagement marketing technology, there exists a small but growing realm of financial services practitioners

Sign Up for Your Free Innovation Newsletter

Subscribe to advice