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.
