The Rainmaker Multiplier: How to Create a Self-Sustaining, Scalable Financial Planning Business Summary review by Bill Hortz, Founder & Dean, Institute for Innovation Development “Was it possible to create a thriving holistic wealth management practi

Innovation Development Blog

09.01.2025

A Transformative Investment Management Operating Experience | Innovation Development

[In the asset management world, legacy technology may get the job done but it is likely to be clunky, inefficient, creates more work, and unnecessarily puts a drain on business productivity in today’s world of fast-moving markets and modern technolog

Innovation Development Blog

18.01.2025

AI Agents as Hyper-Efficient Advisor Meeting Assistants | Innovation Development

[Where the rubber meets the road, where true innovation happens, is not in the introduction of a new technology, but in its strategic application in solving specific problems and enhancing the operating dynamic and capabilities of a business.

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Innovation Development Blog

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Top 2024 Articles from the Institute for Innovation Development | Innovation Development

Book Review: The Rainmaker Multiplier by Jason L Smith | Innovation Development

A Transformative Investment Management Operating Experience | Innovation Development

AI Agents as Hyper-Efficient Advisor Meeting Assistants | Innovation Development

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