"Our technology is not supplanting the advisor’s historical relationship, we’re in fact enhancing it. We’re not a robo product, we’re a bionic advisor product." JeremyFloyd, President & CEO, Finworx
" Identifying each person's financial personality regarding how that drives decision making, will reduce costly complaints." Leon Morales, DNA Behavior International
There are plenty of inventions, but substantially fewer true innovations. Confusing the two is commonly done as proven by our highlighted articles below.
“The paradigm of the client doing business with me on my terms has changed into me, the advisor, doing business with the client on their terms.” Jeremy Floyd, BPV Capital Management
The Institute for Innovation Development - an educational and business development catalyst for growth oriented financial advisors and industry executives - &
[The Institute for Innovation Development interview series will be inviting top innovation specialists from around the world to talk to our readers about global, cross-industry innovation activities and how to apply these innovation best practices
“Innovate where you differentiate” was the major message of a webinar by leading innovation expert and author, Steve Shapiro, with his guest Scott McKain, a best-sell
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