In partnership with our Founding Sponsor Pershing Advisor Solutions, the Institute will be conducting an  innovation training roadshow for their top advisor clients on the following dates in July:

7/15 Atlanta

7/16 Philadelphia

7/22 San Francisco

The half day immersive workshop, entitled   Innovation: The Business Catalyst for Growth-Oriented Advisors, will demonstrate how innovation can become a vital cornerstone for building your business, dealing with change and creating competitive differentiation. Participants will be provided with step-by-step instructions on implementing innovation strategies and best innovation practices that can immediately apply to their business.

Key Topics covered during the workshop:

   > Defining and practicing creative thinking as a process that anyone can learn and develop to create more growth, differentiation and unique community engagement strategies for your business
   > Learning and practicing “the million dollar" problem solving and thinking process used by one of the most successful design and innovation firms in the world, and how it can be applied to advisors’ business challenges and growth initiatives

Contact your Pershing PAS representatives for further details