Bill Hortz

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Using AI To Weave The Fabric Of Data And Intelligence For Fund Product Distribution

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Two industry experts discuss how AI is addressing long-standing asset management distribution challenges.

The Power Of Mindset In Scaling Your Business

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Recognizing the power of mindset in all human endeavor is essential, but especially so in our hyper-competitive, accelerating-rate-of-change business world.

Revisiting The Mortgage Investment Corporation For Alternative Income

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Alex Leduc of Perch Capital discusses the dynamics of a MIC and how it fits into the alternative investments space.

Synapse 2024 And The Business Of Innovation

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The recent sixth annual Synapse Summit in Tampa sparked a great deal of community excitement and creative engagement.

Advisors And Taxes--The Advisory Tax Alliance Approach

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How advisors are integrating, or even in some cases, leading with tax planning and mitigation services.

Redefining Your Mutual Fund And ETF Experience

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Vance Howard of Howard Capital discusses how to redefine investors' mutual fund and ETF experience by increasing investor confidence and lessening emotional decision-making.

Mining The Gold Marketplace For Unique Opportunities

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Gold investing offers a diverse marketplace of investment options and approaches for investors.

Client Life Management--Engagement As Business Alpha

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The Client Life Management business model focuses firm goals towards more comprehensive client engagement and investing financially, culturally and strategically in client experience.

Putting $10 Million To Work Is More Than An Investment Activity

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Russell Schultz of Schultz Financial Group discusses his firm's holistic and carefully integrated family and business wealth planning approach.

Sales And Marketing Need An Integrated Strategy

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Dan Sondhelm of Sondhelm Partners discusses the strategy behind sales and marketing integration.

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