Mark Donnay's picture

At the request of Pershing Advisor Solutions, and with sponsorship support from Lord Abbett, the Institute will be conducting innovation training for Pershing's top advisor clients on Tuesday, February 11 at Lord Abbett's offices at 90 Hudson Street in Jersey City, NJ. 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 competitve 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 or Lord Abbett representatives for further details

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Innovation training for financial advisors:

Contact us at bhortz@innovationdevelopment.org or 813-618-3881 to inquire how the Institute for Innovation Development can add another dimension and approach to your "advisor to CEO" and business development efforts for your top growth-oriented advisors. We are ready to take innovation on the road to your top advisor meetings or annual conferences.

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