Practical analysis for investment professionals

Biography

Bill Hortz is an independent business consultant and founder/dean of the Institute for Innovation Development, a financial services business innovation platform and network. Hortz has over 30 years of experience in the financial services industry, including expertise in sales/marketing/branding of asset management firms as well as creatively restructuring and developing internal/external sales and strategic account departments for five major financial firms, including OppenheimerFunds, Neuberger Berman, and Templeton Funds Distributors. He believes strategic thinking, innovation creation, and strategic account management are the nexus of business skills needed to address a business environment challenged by an accelerating rate of change.

Author's Posts
What Can Fintech Accelerators Teach Financial Advisers?

Accelerator programs are fertile ground for advisers and investment professionals and can furnish the financial services industry with new ways to compete and evolve its business models.