Institute for Innovation Development

Financial services business innovation platform and network

Thanks!

Your message has been sent.

Palm Harbor, FL

Serving Clients Nationwide

Financial services business innovation platform and network

(917) 319-7233

Website

Service Provider Categories

Advisor Coaching
Client Engagement
Investments
Marketing
Practice Management

Overview

Institute for Innovation Development is a financial services business innovation educational platform and innovator network - Bill Hortz, Founder & Dean, is a financial services innovation writer, speaker, & consultant for financial professionals, wealth management firms, and RIA/asset management companies.

Primary Location

Palm Harbor, FL 34683, USA

Video

Services Provided

Advisor Coaching
Thought Leadership

What to expect in the first meeting

First meeting is a collaborative exploration and strategy development session based on the client's top innovation consulting and/or thought leadership content development goals.

What We Offer

Innovation development consulting and thought leadership content development

Special Offer

Financial Advisors: Join Wealthtender today to grow your business and unlock valuable discounts from our industry partners.

🔒 Unlock Exclusive Subscriber Offers

We Want Your Voice to be Heard

Wealthtender exists to help people discover trusted and authentic financial professionals and educators who may be a good fit based on their unique needs and circumstances.

Your honest reviews help people decide which financial professionals and educators may be best suited to their individual needs.

The majority of people trust reviews as much as personal recommendations, so what you write in your review should reflect your own opinion and experience.

Tips for Writing a Helpful Review

Be descriptive. Instead of just saying what you like or dislike, share why. What have you enjoyed most or least about your experience with the provider? Have they helped you overcome a difficult financial challenge or strengthened your knowledge about particular money matters? The more details, the better!

Be honest. Your rating and review should reflect your actual experience.

Stay relevant. Ensure your review is helpful to others by avoiding off-topic discussions or personal opinions not relevant to your direct experience.

Make your review easy to read. Reviews should be readable to others. Use proper grammar, avoid excessive capitalization or punctuation, and be sure to check your spelling.

Be yourself. Don’t post as, or pretend to be, someone else, and do not say you’re associated with a person or organization with which you are not.

Be nice. Don’t write abusive, hateful, threatening, or harassing content. Avoid personal threats, hate speech, obscenities, or inflammatory language.

Respect the privacy of others. Don’t post information that can be used to identify another individual or compromise their privacy.

Report abuse. Thank you for helping us ensure reviews on Wealthtender are helpful to everyone. If you suspect possible violations of our guidelines or believe a review is inappropriate, please email support@wealthtender.com with a link to the provider’s profile, indicating the review in question and the reason you believe it violates our guidelines.

➡️ Are you reviewing a financial advisor? Learn more about Certified Advisor Reviews.

Disclaimers

Wealthtender reserves the right to remove reviews that violate its guidelines and/or regulations issued by the Federal Trade Commission, Securities and Exchange Commission, FINRA, and other regulatory agencies. Further, financial advisors are subject to individual firm policies and rules prescribed by federal and state regulators that may result in reviews being removed, not published, or potentially modified upon the documented request submitted by an advisor, compliance officer, or other firm professional to maintain compliance with federal and state regulations.

If you submit a review on Wealthtender, the Federal Trade Commission has issued guidance to ensure you always maintain the right and ability to request reviews be removed from any online review website, including Wealthtender. To request the removal of a review you submitted on Wealthtender, please send an email to support@wealthtender.com using the same email address you utilized when submitting the review. Please include in your email a link to the profile on Wealthtender where your review is published.

In addition to your review being published on Wealthtender, you acknowledge your review may also be published by your financial advisor on their website, social media accounts, and/or profile pages on other directory websites.

The reviews posted on Wealthtender are individual and subjective opinions. The opinions expressed in reviews are those of the reviewer and not of Wealthtender, Inc. Wealthtender does not endorse any of the opinions expressed by reviewers.

Please refer to the Wealthtender terms of service and privacy policy for additional information.

If you have questions or if we can assist with anything at all, please contact us by email at support@wealthtender.com or call us at (512) 540 – 3811.

Thank you for visiting Wealthtender and giving us the opportunity to serve you.

How AI Will Fill the Advisor Retirement Gap

Expanding Personalized Global Investment Access through ADR Indexes

The FinTech Accelerator Journey

Navigating Two Major Financial Marketing Shifts

How to Navigate the Rapid Technological Shifts Driven by AI

The Complex Dynamics of Designing an ETF Forum

A New Foundation for Financial Services in a Rapidly Evolving Landscape

Small Caps, Rate Cuts, and Stock Selection

A Deep Dive into “Quality” Investing

Advisor 3.0 and the $84.4 Trillion “Great Relationship” Transfer

How Asset Managers Are Applying Modern Investment Technology