Lara Galloway, Director, White Glove Workshops—a cutting edge, digital seminar marketing program for advisory firms.
Since the formation of the Institute for Innovation Development, I have steadily been in search of and reporting on off-the-radar examples of financial services innovation in business management, financial technology, money management and creative new client/community engagement strategies in order to build awareness and hopefully inspire new ways of thinking and acting in our industry. This is vital because it is the Institute’s contention that the biggest challenge we have in our industry today is working in a business environment of accelerating change. In our opinion, we feel it is important to spotlight and learn from builders like Nick Gregory and his Institute as they provide great examples of innovative design thinking, new business model creation and creative ways of implementing new technologies and financial strategies into the financial professional model. His organization’s next Wealth Engineering Conference will take place March 24-26 in Orlando.
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 ETFA magazines). For more information click here.