The NAIFA Nation Emerges - 2024 Conference Review

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Referred to as the “NAIFA Nation”, a very engaged and diverse association membership of insurance, accounting, legal, and financial advisors was recently brought together for NAIFA’s 2024 Conference at the Arizona Biltmore which combined for

Celebrating a TampaBay Innovation District

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"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

Adding High Touch to High Tech

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"Too many business people create from their heads, from their “expertise” and embedded assumptions, to truly see what will actually motivate potential customers." - Corey Westphal, MobileAssistant

Report From the Front Lines of Innovation

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For Institute members and other financial advisor readers who have not attended a global, cross-industry innovation conference, this article will give you an overview and insights from this year’s Front End of Innovation Conference(

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