[Industry disruptions bring an urgency to break the established chains of business inertia – of continuing to do what we do because that is how we have always done it.
Welcome to our best financial services innovation articles and discussions that the Institute for Innovation Development (IID) developed throughout 2020.
"An advisor can begin walking the path toward being “nextgen” simply by taking small steps like adding efficiency through technology and leveraging digital communications." - Jon Robinson, Blueprint Investment Partners
"This event is going to create a unique environment for creating awareness and also validating where an advisor wants to take their practice." - Adam Holt, Asset-Map
[All financial services professionals, their vendor partners, and their clients were catapulted into a new virtual operating environment due to the COVID-19 pandemic.
"We all need to be as open to opportunities, embracing all the expertise there is out there in the industry, and start implementing the latest technologies and solutions as we transition from physical to a virtual advisory role." -
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