Advisor Membership Options - Europe, Asia/Pacific, Africa
Membership Categories |
|||||||||
Global 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 | |||||||||
| View FOX Advisor Directory | |||||||||
| FOX Deal Exchange Network | |||||||||
| FOX Deal Exchange Network, attend with client | |||||||||
| Learning & Networking Events (admission subject to qualification) | |||||||||
| Global MFO Council Meeting | |||||||||
| FOX Forums*, at member price | |||||||||
| FOX Forums**, at member price | |||||||||
| Advisor Workshops and Master Classes--20% off | |||||||||
| Live webinars (25/yr) | |||||||||
| Regional Briefings | |||||||||
| University of Chicago Booth School Private Wealth Management Course, 20% off for clients | |||||||||
|
|||||||||
| 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 | |||||||||
| 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 | |||||||||