Purpose-Driven Business Models

Bill Hortz's picture

[Business model innovation is one of the most dynamic strategies available to forward-looking business leaders by providing expanded ways to explore business opportunities, potentially change the game in your industry, and deliberatel

Creating a Financial Services Business Accelerator

Bill Hortz's picture

[Practice management has traditionally focused on guiding financial advisors tactically – do this, stop that, create a process here, upgrade your tech and operating systems there  – leading to a more organized chaos in operating their bus

Strategic Partnerships as a Business Model

Bill Hortz's picture

[In a constantly shifting business landscape driven by hyper-competition and accelerating rates of change, company managements from small boutique firms to large enterprises increasingly are realizing that no firm, regardless of size, can thri

A Case Study on The Power of Business Model Innovation

Bill Hortz's picture

[While there are many forms of innovation that a company can develop - such as product, process, network, and customer experience innovation – business model innovation is one of the most powerful strategies available to forward-looking business l

Building RIA Compliance for Enterprise Value

Bill Hortz's picture

[Well-run businesses are often worth more than the sum of their parts. They have repeatable processes and carefully designed systems, and astute investors consider these firms worth a premium valuation.

Rethinking Elements of Portfolio Management

Bill Hortz's picture

[Asset allocation, diversification, value, growth – words that immediately connote investment concepts drilled into our brains by tradition and habit, established interpretations of financial research, and a form of “common” sense.

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