Bill Hortz: I want to thank Jesse for sharing his experiences and thoughts with us. We at the Institute for Innovation Development feel that with accelerating technological change in financial services, we need to build a bridge, a platform and network, that can provide more access and collaboration between advisors and the FinTech universe and the young technologists who are looking for mentoring and guidance. By launching our IID FinTech Radar Program, we will be working with top accelerators and incubators that are narrowing down the most promising tech talent out there ,and creating the ability to start hearing and learning more about what they are working on that will be impacting our industry, and be able to provide our input and be mentors in this process. This engagement, we believe, will help position all of us to be ready for the rapidly accelerating change that is sweeping our industry.  

For further exploration and discussion feel free to contact Jesse Podell at [email protected] or Bill Hortz at [email protected]

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). For more information click here.

 

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