[The ardent reporting on the $84.4 trillion Great Wealth Transfer now underway needs to specifically underline that there is much more at play here than just a repositioning of money. It requires thinking beyond assets, into relationships.
[Business model innovation is one of the most dynamic strategies available for forward-looking business leaders by providing expanded ways to explore business opportunities, deliberately redesign your firm for competitive positioning
[In this guest article, Carroll Golden and Dan Mangus offer a fresh perspective on Medicare and a caregiving system that increasingly relies on unpaid, multigenerational support.
[ Financial services business models are rapidly evolving and generating intensive introspection for advisors to determine what they specifically do for their clients and how they want to be perceived in their communities.
[Challenging an entrenched industry business model, like the employer group health insurance market, is a massive but doable endeavor that is being driven by smaller but dynamic industry players.
[Financial advisors are under an immense amount of pressure to provide value to their clients and differentiate themselves in the hyper-competitive financial marketplace.
Welcome to our best financial services innovation articles and thought leadership discussions that the Institute for Innovation Development (IID) developed throughout 2023.
“Essentially, financial advisors – rookies and seasoned veterans alike – are looking for proven strategies to get the most growth out of their businesses as possible and they usually want that growth now!”- p.V
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