The Institute for Innovation Development - an educational and business development catalyst for growth oriented financial advisors and industry executives -  will be having a regional stakeholder meeting in NYC on thursday 12/10 9am-12pm. A cross-section of our strategic partners, Founding members, and innovation experts from our Advisory Board will meet to explore new initiatives from the Institute. All stakeholders are cordially invited!

 

  Here are some of the Institute's initiatives and programs we are developing and will be discussing:

 

1. Advisor practice management 3.0 - developing 2 levels of innovation best practice training for growth-oriented advisor groups (keynotes/workshops/training series/innovation experts)

 

PracMgt 1.0 = core business/marketing training - important and needed training but designed for and works best in a stable environment, not rapid business change

 

  PracMgt 2.0 = tech/digital marketing training - vital, but technology is a tool, not the solution

 

  PracMgt 3.0 = innovation best practice training - becoming a continuously self assessing firm that can adapt to the external business & cultural changes for growth, differentiation, and client engagement - innovation mindset and 4 business decisions/steps needed now. 

 

  2. "redefining retirement" "entrepreneurial services" & "community innovation engagement" programs -  3 specific local community innovation marketing/branding opportunities

 

  Advisors as social entrepreneurs - Another component and goal of the institute and the above programs are to mobilize the financial advisor community to become recognized as "social entrepreneurs" by being more fully aware and active in supporting local/regional entrepreneurial efforts and economic development. The Institute is developing strategies for advisors on how to find and collaborate with startup community leaders in their communities. This can provide advisors with a powerful local community engagement strategy that will help them work with and support business owners, CEOs/CFOs, family offices, millennials, educational institutions, and local community centers of influence.

 

3. FinTech Radar program - building more communication & access between start-up community and financial services leaders to support access to latest new ideas, technologies, investment products, platforms and client engagement services.  

 

 
Stakeholders of the Institute (Founding Sponsors, Founding Innovator members, Advisory Board members, and strategic partners) are invited and will be issued tickets. Others interested in attending should contact:

 

Bill Hortz, Founder/Dean Institute for Innovation Development bhortz@innovationdevelopment.org

 

  For more information and list of benefits for joining the Institute for Innovation Development, click here. 

IMAGINE YOUR ORGANIZATION INNOVATING SUCCESSFULLY, ALL THE TIME.

 

Institute for International Research (IIR) - world leaders in advancing innovation – shows you how with Innovate2015. Learn from and collaborate with experts and peers sharing global, cross-industry perspectives on the most critical elements of the innovation life-cycle – from ideation to execution.

• Major forces of change – leading experts on macro trends share groundbreaking insights into what’s coming next so you can bullet-proof your innovation portfolio.
• Create a culture that supports innovation – culture can be the difference between innovation success or failure. Find out how the most innovative companies build a culture that inspires and enables success across the organization.
• Innovate the innovation process – get hands on with disruptive tools, learn new skills and metrics, that will optimize your chances for success throughout the innovation life-cycle.
• Turn ideas into profit – without the proper execution strategy, even a great idea is just an idea.

The Institute highly recommends that you participate in an innovation event of this kind of scope and ambition as part of your personal and professional development.

For more on why you should go to an innovation conference, read my previous blog post "Get Thee To An Innovation Conference"

Follow these links for more details and to register. Use the Institute 20% discount priority code: FEITIID