Entries by William Hortz

How to Become a Behaviorally Smart Advisor

The financial services industry needs new business models ones that help re-define what a financial advisor is capable of beyond just a numbers oriented investment orientation. The traditional twenty-five year + model of providing investment access and selection is being disrupted by technology and new players coming from other industries. The friction from this evolving […]

Behavioralizing Advisors & Financial Planning

“Identifying each person’s financial personality regarding how that drives decision making, will reduce costly complaints.” Leon Morales, DNA Behavior International [The Institute for Innovation Development interview series invites innovation experts, innovative business leaders and emerging FinTech companies to talk to our readers about their latest innovation activities. The series seeks to learn from innovative business […]