Evolving the Advisor-Client Relationship

Bill Hortz's picture

"The answer is to create experiences for your clients, help them with important decisions, both financial and other, and help clients expand their concepts of life, retirement and learn to balance work, play and money." - Ray Loew

Converting Digital Marketing into Guaranteed Outcomes

Bill Hortz's picture

"We built White Glove to deliver everything we wished we had when we were hosting these seminars…and a guarantee was at the top of the list. " - Mike Thurman, White Glove

Revisiting Commercial Mortgage Backed Securities with an Expert Lens

Bill Hortz's picture

"We’ve created the opportunity for informed investors and institutions to make razor‐sharp, self‐selected allocations to this senior secured space as a diversifying complement to traditional fixed income portfolios" - Thomas Hardy, Ladder

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