Innovation isn’t just for big tech. It’s for advice firms of any size.
Netwealth’s new report, Innovation starts with curiosity, explores 10 innovation types—from pricing and process to brand and client experience.
Inside, you’ll find:
- Real-world examples from Charles Schwab, McDonald’s, and Amazon.
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Wealth-specific strategies, like freemium services and ecosystems, across 10 innovation areas.
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Tools to help you run innovation workshops with your team.
Whether you're refining your model or rethinking your client journey, this guide will help you take the next step.