We are building this investment network according to Metcalfe’s law—the greater the number of users on a network, the more value the network becomes to the community. The social utility of a network depends on the number of nodes in contact. We have about 500,000 e-mail addresses of high-net-worth executives that we plan to invite, along with referrals from our friends. As we will be taking an educational approach and the membership indicates their desires for tax planning, financial planning, retirement planning and financial life consulting, we hope to work with financial planners and advisors across the country to address those needs. We welcome financial advisors to collaborate with us by joining the network. Just search for the Executive Intelligence Network on LinkedIn.
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 and Private Wealth magazines).