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14497 North Dale Mabry #215 Tampa, FL 33618
Innovation Roadshow Goals: Our goal is not to talk about innovation, but make innovation happen by providing proven innovation tools, processes, and roadmaps to benefit financial advisors' businesses. Roadshows will introduce many of these best practices in an interactive and personally immersive way.
Key Offerings for Advisors at Events:
Half day Roadshow Format: The audience will mainly be designated into teams with an emphasis toward working collaboratively on innovation projects & exercises (learn by doing). In addition, the curriculum will be a mix of innovation presentations, videos, and frank open discussion sessions.
Key Topics:
Advisors will be armed with step-by-step instructions on innovation strategies and best practices that they can immediately implement in their businesses the next day.
Bill Hortz, President & Dean Institute for Innovation Development“I hope this gives you enough of an overview to see that we will be creating a very different experience for elite, growth-oriented advisors that want to build dominant positions in their local markets. Our program directly responds to research on top advisors desire for differentiation and new client acquisition skills.”