Celebrating a TampaBay Innovation District

Bill Hortz's picture

"All industries, especially financial services, should take note that dynamically partnering with your community should be part of every firm’s business model." - Bill Hortz, Institute for Innovation Development

The Art and Science of Client Engagement

Bill Hortz's picture

At a rather unique financial services industry conference I recently attended, I was stricken by the level of discussions and trainings going on around what it meant to truly engage and connect with your clients and prospects.

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