Operating as an Entrepreneur vs. a Business Owner

Bill Hortz's picture

"An advisor can begin walking the path toward being “nextgen” simply by taking small steps like adding efficiency through technology and leveraging digital communications." - Jon Robinson, Blueprint Investment Partners

Compliance in the Age of Pandemics

Bill Hortz's picture

[The COVID-19 pandemic has been a catalyst for dynamic change for advisor businesses in all but one area – the ongoing and inexorable march of regulation and compliance.

Behavioral Science Technology for Advisors

Bill Hortz's picture

"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

Business Innovation and Stock Selection

Bill Hortz's picture

"Innovation is the engine that pushes companies forward, and an innovative corporate culture is one of the primary drivers of long-term value for companies." Matthew Blume, Appleseed Fund

Pages

Sign Up for Your Free Innovation Newsletter

Subscribe to business management