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Bill Hortz

Founder and Dean

Institute for Innovation Development

Country or state

United States (Florida)

Available to

North America

Fee

Languages

English

Volunteer:

Yes

Personal Details

Bio

Financial services innovation writer, speaker & consultant.

Founder, Institute for Innovation Development - an educational and business innovation platform, network, and collaboration catalyst for financial advisors, financial services executives and FinTech/progressive vendors determined to grow their businesses in a world of accelerating business and cultural change. Run as a social enterprise, the Institute will be dedicated to build awareness on innovation best practices and provide resources to become a vital cornerstone for members’ business growth, competitive differentiation, and client/community engagement strategies.

I believe in the transformative power of business innovation, strategic thinking, and the strategic account process in Business Strategy.

Capabilities: Keynotes, Workshops, Seminars, strategic content creation & broadcasting, white papers, crowd-sourced surveys, business consulting, professional development program construction/implementation, and eclectic resources on Innovation Development, Strategic Thinking, Strategic Account Management, Business Strategy and Relationship Management.

Current position (1)

Founder and Dean

Institute for Innovation Development

Achievements (1)

Top 100 innovation blog per Feedspot

Recent global ranking of Top 100 innovation blogs - the Institute for Innovation Development blog is #64 and climbing! We are honored to be listed as one of the best innovation blogs in the world! We thank Feedspot for the recognition! https://blog.feedspot.com/innovation_blogs/

Degrees (1)

Psychology

Columbia University

1976 to 1980

Presentations

Presentations (1)

Innovation: The Business Catalyst for Financial Services

Keynote defining "innovation" as a practical and necessary business growth mindset that addresses our new operating environment of an accelerating rate of change. Keynote specifically recommends a game plan for the financial services industry and financial advisors across all channels and disciplines.

Workshops (1)

How to Grow Your Business Using Innovation

2 hours

Workshop outlines and demonstrates to advisors and industry leaders how innovation - as a business strategy and skill set - can become a vital cornerstone for building your business, deal successfully with accelerating rates of business change and create competitive differentiation. As a participant, you will be provided with step-by-step instructions on implementing innovation strategies and best practices that you can immediately apply to your business.

Past talks (3)

How We Are Forever Changed Through Business Innovation

SME Forum 2021 Virtual Spring Forum

Virtual Conference

May 4, 2021

Exploring FinTech platforms

FA Virtual Summit

Virtual Conference

February 10, 2021

AI and FinTech Discussion Groups

SME Forum 2021 Fall Forum: Return to a New World

Boston, Massachusetts

November 10, 2021

All (6)
Videos
Photos (2)
Slides (1)
Press information (3)

This speaker hasn't uploaded any videos yet.

Presenting at NASDAQ

Presenting at Ultimus Fund Solutions Conference

Redefining Innovation Podcast link

This speaker hasn't uploaded any one sheet yet.

Recent Institute articles and interviews

Top Articles in 2019 From the Institute for Innovation Development

Episode 274 – Why Innovation Is More Essential Than Ever for Today’s Advisors –– With Bill Hortz - ProudMouth

Books & Articles (2)

Top Institute For Innovation Development Articles From 2021

Top articles/interviews in 2020 from the Institute for Innovation Development

Expertise (10)

Reviews

Testimonials (1)

Bill is a very curious person who combines his prodigious research with an ever increasing network on behalf of his audiences. Through Bill, The Institute for Innovation Development offers perspective, instigation of ideas and clear direction of options to their audiences.
Hazem S Gamal
Verified

Why choose me?

Built a unique financial services innovation platform & network that leverages your competitiveness.

Affiliations

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