Michael Roth, President of RetireUp: “A strong FinTech board of directors is characterized by its ability to support and motivate leadership through their depth of experience and targeted expertise, and by inspiring confidence to pursue innovation in a landscape marked by instability and uncertainty without pressure to deliver perfection. This powerful board dynamic promotes a culture of success and positions FinTech firms to introduce innovative solutions to the marketplace.”
David Kleinhandler, Founder and President of Vest Financial Group: “Having a board of advisors that bring a lot of different skills to the table is important to be able to lean on them for support and guidance. The key is stacking your board with advisors that are aligned with you solving the problem and helping to get your platform ready for primetime and speed to the market. Having people that understand how to run a business is all important because they will help you not to make major mistakes, keep you laser focused, and hold you accountable.”
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 ETF Advisor magazines). For more information click here.