Advisors also need to change the way they think about compliance. It’s not all drudgery and restrictions. We want advisors to realize that compliance can help their business grow and stay safe using technology. So we came up with “Joot” as the new name of our firm—a word that doesn’t have an established definition. Our goal is to redefine the word so that advisors think of Joot as the modern approach to compliance; an approach that is based on technology AND collaboration.
The Institute for Innovation Development is an educational and business development catalyst for growth-oriented financial advisors and financial services firms determined to lead their businesses in an operating environment of accelerating business and cultural change. We position our members with the necessary ongoing innovation resources and best practices to drive and facilitate their next-generation growth, differentiation and unique community engagement strategies. The institute was launched with the support and foresight of our founding sponsors - Pershing, Voya Financial, Ultimus Fund Solutions, Fidelity, and Charter Financial Publishing (publisher of Financial Advisor magazine). For more information, click here.