"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
"Too many business people create from their heads, from their “expertise” and embedded assumptions, to truly see what will actually motivate potential customers." - Corey Westphal, MobileAssistant
Let's take a moment to say goodbye to 2017 with a review of some of the best articles and discussions that the Institute for Innovation Development developed through the year.
"The general purpose of the CircleBlack platform is to increase the trusted relationship between the advisor and his or her clients. We focus on that interaction with technology." - John Michel, CircleBlack
"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
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