"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." -
[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.
"All industries, especially financial services, should take note that dynamically partnering with your community should be part of every firm’s business model." - Bill Hortz, Institute for Innovation Development
[What is actually meant by client “engagement” and how best can you attain that elevated positioning with your clients and prospects? Through previous Institute
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.
"We built White Glove to deliver everything we wished we had when we were hosting these seminars…and a guarantee was at the top of the list. " - Mike Thurman, White Glove
"No matter how large or small an area or region, there exists the beginnings of local/regional entrepreneurial ecosystems. They need to be supported." - Bill Hortz
The Institute for Innovation Development - an educational and business development catalyst for growth oriented financial advisors and industry executives - &
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