William Hortz

I believe in the transformative power of Strategic Thinking, Innovation & the Strategic Account process in Business Strategy.

[William Hortz @strategicaccts]

“We need to move away from our opinions sometimes and look at the data.” ⁦@ChipRoame⁩, Founder of Tiburon Strategic Advisors discusses topics from his recent Tiburon CEO Summit with @JackSharry52⁩ of ⁦@lifeyield⁩ on his #WealthTech #podcast https://t.co/aTQYwYmSLJ

[William Hortz @strategicaccts]

Latest global review & commentary on digital #wealthmgmt and #robotechnology - #finerv #innovation https://t.co/7e2cKwe4AM https://t.co/7e2cKwe4AM

[William Hortz @strategicaccts]

Always insightful weekly newsletter on #finserv #innovation and its implications from The Financial Revolutionist - https://t.co/dk7ALSPSFD https://t.co/dk7ALSPSFD

[William Hortz @strategicaccts]

Institute articles on @FAmagazine covering #finserv #innovation across #FinTech , #bizmodels , #assetmgmt , #business #management , and unique customer & community #engagement strategies for #advisors #RIAs #assetmgrs - https://t.co/nKcZkt4MZx https://t.co/nKcZkt4MZx

[William Hortz @strategicaccts]

#PracticeMgmt Friday - unique Conference for managers of #HNW Family & Business Wealth - Wealth Engineering Conference in #TampaBay on 10/6-8 - Tools, advanced strategies & new partnerships for building an unfair competitive advantage. Click for... https://t.co/UTf0dbxcRw

[William Hortz @strategicaccts]

#PracticeMgmt Friday - a "clean-slate" exercise for #advisors #RIAs - how to redesign your #financialservices firm - great interview by Steve Sanduski on Financial Advisor - #finserv #business #innovation https://t.co/nKqbQQ5t6a https://t.co/nKqbQQ5t6a

[William Hortz @strategicaccts]

#PracticeMgmt Friday - #CFA study on #HNW investors reveals their single largest challenge with selecting a #wealthmgr #RIA is not knowing the right questions to ask - Bob Dannhauser of CFA Institute explores this issue in search of the industry's... https://t.co/mWyLn6pWhI

[William Hortz @strategicaccts]

World #FinTech Report on new impending operational age where the financial services industry is moved onto a shared ecosystem or platform from Capgemini - #finserv #innovation https://t.co/uKqZr4uClN https://t.co/uKqZr4uClN

[William Hortz @strategicaccts]

#FinTech is ripe for disruption - four impending #trends - #finserv #innovation https://t.co/YUNVSGBScw https://t.co/YUNVSGBScw

[William Hortz @strategicaccts]

Highly recommended #financialservices newsletter from The Financial Revolutionist - Facebook #crypto , tech for #HNW clients, new #banking trends - #finserv #innovation https://t.co/cdTPR9rJUK https://t.co/cdTPR9rJUK

[William Hortz @strategicaccts]

Major internet trends report with 8 key takeaways for modern #marketing of your firm - https://t.co/K4zONNv5B8 https://t.co/K4zONNv5B8

[William Hortz @strategicaccts]

Latest global review & commentary on recent trends in #digital #wealthmgmt and #robotechnology - #finserv #innovation https://t.co/gQ8lptoJGm https://t.co/gQ8lptoJGm

[William Hortz @strategicaccts]

Best Institute articles on Harvest Exchange covering #finserv #innovation across #FinTech , #business #management , #assetmgmt , #bizmodels and unique customer & community #engagement strategies for #advisors #RIAs #assetmgrs https://t.co/eREHTSkwM2 https://t.co/eREHTSkwM2

[William Hortz @strategicaccts]

The most comprehensive study of private equity #PE fund investors https://t.co/VzFt3C2ysg https://t.co/ussNjAK1cu

[William Hortz @strategicaccts]

Investors should understand the true cost of owning #targetdatefunds from Matthew Blume of Appleseed Capital - https://t.co/sf18sj1rW4 https://t.co/0aEUEDGEsu

[William Hortz @strategicaccts]

A retrospective look at top Institute articles from 2018 on Nasdaq -covering #finserv #innovation across #FinTech , #business #management , #bizmodels , #assetmgmt , and unique customer & community #engagement strategies for #advisors #RIAs... https://t.co/wHf3n5qydZ

[William Hortz @strategicaccts]

My best Institute articles on Harvest Exchange covering #finserv #innovation across #FinTech , #business #management , #bizmodels , #assetmgmt , and unique customer & community #engagement strategies for #advisors #RIAs #assetmgrs -... https://t.co/dg6nDgZAJ1

[William Hortz @strategicaccts]

#PracticeMgmt Friday - yet another major study states #advisors #RIAs will have a tech-enabled future and that future is already happening now due to client expectations - #finserv #innovation #FinTech #WealthTech https://t.co/RrqT9JONHr https://t.co/RrqT9JONHr

[William Hortz @strategicaccts]

#PracticeMgmt Friday - don't drive a Porsche like a Hyundai - understanding the strategy & commitment needed in using #marketing automation platforms from Dan Sondhelm of Sondhelm Partners - for #assetmgrs #advisors #RIAs https://t.co/YeVRalQirC https://t.co/YeVRalQirC

[William Hortz @strategicaccts]

A brief write-up & present for #advisors #assetmgrs on the Father of Post-Modern Portfolio Theory (Frank Sortino) from Ron Surz on the Nasdaq Financial Advisor Center https://t.co/k1ySYhH6R3 https://t.co/k1ySYhH6R3