Bill Hortz's blog

Applying Cialdini’s Principles Towards Building Advisor Influence

[Building and wielding influence creates a unique kind of gravitational pull with clients and prospects.

The Performance Dispersion Opportunity for Active Investors

[Every investment universe exhibits broad performance dispersion – a range of performance results in markets and sectors that still exists despite the overall current market weakness.

T3 Review from a FinTech CEO’s Perspective

[The return of the T3 - Technology Tools for Today financial technology conference in Denton,TX was an important event bringing together and creating a financial industry ecosystem of FinTech leaders, advisors, social media gurus, and industry

Behind the Movement Towards Direct Indexing

[At least twelve major acquisitions by leading financial services firms have loudly signaled a major shift to and expansion of the direct i

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