Advisor Membership Options - Americas
Membership Categories | ||||||
Thought Leader Council™ | MFO Council | Wealth Advisor | Specialist Advisor | Digital Subscriber | ||
| FOX Wealth Center Website | ||||||
| Accounts for all staff of defined member organization | ||||||
| Single account | ||||||
| Consultation and Peer Advice | ||||||
| Experienced Relationship Manager | ||||||
| Private online discussion group | ||||||
| FOX Advisor Directory including exclusive access to peer recommendations | ||||||
| View FOX Advisor Directory | ||||||
| FOX Deal Exchange Network | ||||||
| FOX Deal Exchange Network attend with client | ||||||
| Learning & Networking Events (admission subject to qualifications) | ||||||
| Thought Leaders Summit | ||||||
| MFO Council Meeting | ||||||
| FOX Forums*, Four admissions, max 2 per event | ||||||
| FOX Forums*, One admission | ||||||
| FOX Forums**, One admission | ||||||
| FOX Wealth Advisor Forum | ||||||
| FOX Forums*, 20% discount for addl admissions | ||||||
| FOX Fall Forum, FOX Wealth Advisor Forum, at member price | ||||||
| Advisor Workshops and Master Classes--20% off | ||||||
| Live webinars (25/yr) | ||||||
| Regional Wealth Advisor Breifings | ||||||
| University of Chicago Booth School Private Wealth Management Course, 20% off for clients | ||||||
| *Choice of FOX Fall Forum, FOX Global Investor Forum, FOX Financial Executives Forum, or FOX Wealth Advisor Forum **Choice of FOX Fall Forum, FOX Global Investor Forum, or FOX Wealth Advisor Forum | ||||||
| Knowledge Center | ||||||
| FOX SFO Research: Full Studies | ||||||
| FOX MFO Research: Full Studies, current year | ||||||
| FOX Research: Executive Summaries and White Papers | ||||||
| Library of industry publications, video presentations and recorded webinars | ||||||
| 20% discount on any study not included in membership | ||||||
| Participate in FOX Wealth Advisor Benchmarking, if qualified | ||||||
| FOXConnects (bi-monthly newsletter) | ||||||
| FOX WealthTrends™ (semi-annual report) | ||||||
| FOX Wealth Center Blog | ||||||
| Positioning and Branding | ||||||
| Enhanced Listing in FOX Advisor Directory, 3 categories | ||||||
| Enhanced Listing in FOX Advisor Directory | ||||||
| Event and Research Sponsorship | ||||||
| Exhibiting at Events | ||||||
| Distribution of White Papers and Articles to Members | ||||||
| Annual Capabilities Presentation at FOX | ||||||
| Use of FOX logo on your website | ||||||
| Link to your website from familyoffice.com | ||||||
| Visibility through publication of TLC Summit reports | ||||||