[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.
"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.
"Rather than just looking at disruption as a function of technology innovation, we wanted our research to get at the true nature of what was going on." - Steven Lewis, MarketBridge
"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
"The bottom-line is that building the behavioral element into an advisory practice is a win-win-win with improved outcomes for the advisor, the firm and the client." - Leon Morales, DNA Behavior
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