"The bottom-line is that building the behavioral element into an advisory practice is a win-win-win with improved outcomes for the advisor, the firm and the client." - Leon Morales, DNA Behavior
[Leading your firm through a dire external crisis, addressing the heightened concerns of your clients, and continuing a business growth dynamic all combine into a very challenging calculus.
Let's take a moment to review some of the best financial services innovation articles and discussions that the Institute for Innovation Development (IID) developed throughout 2019.
[In a year of much change, competitive threats and uncertainty in the asset management industry, I found these notes from a wide range of industry discussions and perspectives to be a sobering and informative overview on imp
[What is actually meant by client “engagement” and how best can you attain that elevated positioning with your clients and prospects? Through previous Institute
[Professional providers of financial advice should look carefully at the history of innovation since it can provide a proven and much needed roadmap for their future.
At a rather unique financial services industry conference I recently attended, I was stricken by the level of discussions and trainings going on around what it meant to truly engage and connect with your clients and prospects.
.jpg)
