Research on Changing Consumer Perceptions in Financial Services [Disruption breeds change, but the right kind of change is driven by building from your customers’ needs and perceptions. Bill Hortz's blog Log in to post comments
The State of the Art of Virtual Selling and Engagement "There are clear trends that advisors need to embrace if they wish to stay relevant and competitive." - Brad Swineheart, White Glove Bill Hortz's blog Log in to post comments
A Digital Marketing Strategy That Builds Connection [There has been a quantum leap in the art and science behind client and prospect engagement in financial services. Bill Hortz's blog Log in to post comments
Top Articles from the Institute in 2020 Welcome to our best financial services innovation articles and discussions that the Institute for Innovation Development (IID) developed throughout 2020. Bill Hortz's blog Log in to post comments
Executing on Your Immediate Response to FinTech Disruption "Marketing and sales teams have a vital, superhero role to play to help the firm keep ahead of competitive pressures." - Steven Lewis, MarketBridge Bill Hortz's blog Log in to post comments
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