WH
William Hortz
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Work Experience
Founder And Dean
Mar 2013 - Present · 11 years and 9 months
Founding Member
Apr 2023 - Present · 1 years and 8 months
Ceo/President
Apr 2009 - Present · 15 years and 8 months
Company Details
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
Year Founded
2013
Social Media
Linkedin
Industry
Financial Services
HQ Location
35246 US Hwy 19N #331 Palm Harbor, FL 34684, US
Keywords
Innovation Best Practices & ResourcesGrowthDifferentiation & Unique Community Engagement StrategiesAdvisory Board of Innovation ExpertsCollaborative Innovation NetworkOutsourced Innovation R&D DeptFinTechAsset ManagementArt & Science of Client EngagementInnovation Keynotes & Workshops
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