Bill Hortz

Bill Hortz is an independent business innovation writer, consultant and Founder/Dean of the Institute for Innovation Development - a financial services business innovation platform and network. With over 30 years of experience in the financial services industry including expertise in sales/marketing/branding of asset management firms, as well as, creatively restructuring and developing internal/external sales and strategic account departments for 5 major financial firms, including OppenheimerFunds, Neuberger&Berman and Templeton Funds Distributors. His wide ranging experiences have led Bill to a strong belief, passion and advocation for strategic thinking, innovation creation and strategic account management as the nexus of business skills needed to address a business environment challenged by an accelerating rate of change.

The Institute for Innovation Development is a financial services business innovation Institute which acts as a magnet for business innovation best practices/tools and as a network to increase awareness and spur more usage of important innovations in thinking and products/services for financial advisors and industry executives. Learn more here.

Stories by Bill Hortz

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