The Personal CFO understands that they do not have to have all the answers. They just need to be connected to the experts that do . . . and that is what makes true, holistic financial advice a possibility for any advisor to deliver. Recognizing this, advisors can confidently go to market with their own unique value proposition, targeting their ideal prospect. We have seen this play out successfully, time and again, with the advisors we work with. It is all about confidence.
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 operate as a business innovation platform and educational resource with FinTech and financial services firm members to openly share their unique perspectives and activities. The goal is to build awareness and stimulate open thought leadership discussions on new or evolving industry approaches and thinking to facilitate next-generation growth, differentiation and unique community engagement strategies. The institute was launched with the support and foresight of our founding sponsors — Ultimus Fund Solutions, NASDAQ, FLX Networks, Advisorpedia, Pershing, Fidelity, Voya Financial and Charter Financial Publishing (publisher of Financial Advisor and Private Wealth magazines).