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
"The bottom-line is that building the behavioral element into an advisory practice is a win-win-win with improved outcomes for the advisor, the firm and the client." - Leon Morales, DNA Behavior
"We firmly believe that a consistent combination of value, growth and sentiment is the key to good investment results." - Brian Bruce, Hillcrest Asset Management
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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