Founder & Dean
The Institute for Innovation Development
Bill Hortz is a business innovation writer, independent business consultant, and Founder/Dean of the financial services business innovation focused Institute for Innovation Development.
Bill has over 30 years of experience in the financial services industry including creatively restructuring and developing internal/external sales and strategic account departments for 5 major financial firms; entrepreneurially pioneering new markets in the early days of the financial advisor fee-based movement and financial alliance programs in the US; and created many non-traditional and engaging advisor educational events with major financial firms including OppenheimerFunds, Neuberger&Berman, Peregrine Asset Management (USA), 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 forces needed to address a business environment challenged by an accelerating rate of change.
Bill loves working with senior executives, sales/strategic account departments, and financial advisor teams in developing effective ways of using innovation resources and developing innovation skills. He considers himself a life-long “student of human nature” and is well known for his enthusiasm, creativity and resourcefulness.
Bill is married, with two grown children (and 2 grandchildren!), living in the Tampa Bay area. He enjoys reading, engaged conversation, bicycling, spelunking, and traveling with his family.
Little known facts: Bill worked on the last remaining docks of NYC as an underage teen, worked for the man in Hong Kong that the book Tai-Pan was based on, and constantly seeks out off-off-off Broadway theatre, performance art and modern art museums.
Sessions
Insights on How We Are Forever Changed Through Business Innovation