Bill Hortz's blog

Expanding Your Mindset and Approach for Financial Marketing

[The financial services landscape has been overrun with a myriad of different marketing efforts, new tools, and approaches.

Expanding Your Mindset and Approach for Financial Marketing

[The financial services landscape has been overrun with a myriad of different marketing efforts, new tools, and approaches.

Innovations in Tax Management

[2022’s market volatility after a lengthy bull market brought awareness of the need for better tax management capabilities into focus for advisors and their clients.

The Financial Industry’s Supportive Role in the Ongoing Opioid Crisis

[Opioid addiction, overdoses, and deaths continue to be a major threat on family finances, careers, retirement plans, life goals and financial advisors can play a major role in helping clients through this crisis.

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