Institute For Innovation Development

The Institute for Innovation Development is a financial services business innovation Institute which acts as a magnet for business innovation best practices/tools and as a network to increase awareness and spur more usage of important innovations in thinking and products/services for financial advisors and industry executives. We actively engage and promote key innovative firms and leaders in 4 areas: 1. Modern business management tools/approaches - business model canvas vs traditional business plan, design thinking process, business model innovation 2. FinTech - working with NASDAQ, FinTech accelerators to help promote FinTech companies and innovation 3. Progressive Money Mgrs and tools- active mgrs redefining risk & risk mgmt, new tools like altdata and AI, expanded due diligence of ESG and impact 4. New client/community engagement strategies - work with progressive advisor groups, RIAs, and innovative vendor firms in redefining the Financial advisor role and experimenting with new client & community engagement strategies