[Historically, organic growth processes were rudimentary (e.g., client referrals or email campaigns), but now an expanding focus on “growth intelligence” is quickly becoming the primary value proposition.
[ The rapidly evolving state of everything in the financial services industry continues in the financial marketing arena - from regulatory synchronization expanding the use of advisor testimonials to the re-evaluation of digital marketing to t
[Well-run businesses are often worth more than the sum of their parts. They have repeatable processes and carefully designed systems, and astute investors consider these firms worth a premium valuation.
[When applied using a strategic mindset, technology can solve many challenges, but you need to have a clear understanding of what technology can best accomplish.
"Explaining your firm’s culture of compliance is a great way to show you care and a great way to build trust and referrals to friends and family." - Mac Bartine, SmartRIA
Welcome to our best financial services innovation articles and discussions that the Institute for Innovation Development (IID) developed throughout 2020.
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