FOX E-LEARNING COURSE
Advisor Development 101
Course Length: 3 Modules | Video: 2 hrs 5 min | Application: 6 hrs | CPE: 3 credits
COURSE AT A GLANCE
The advisor of the future must understand the fundamentals of human capital and become skilled enough to facilitate and coach their clients through major life transitions that require more than financial skills. Through a connected sequence of three comprehensive learning modules, this course will equip the early- to mid-career advisor and family office professional with the qualitative skills necessary for increasing responsibilities with both their clients and colleagues. These skills are essential to build trust and rapport and to navigate the increasing complexities of working with families of wealth.
INTENDED AUDIENCE
Early to mid-career advisors who work in single-family, multi-family, and specialty firms focused on family-owned businesses and family enterprise.
This e-learning course is a pre-cursor for those who desire to attend the FOX Family Advisor Training Program.
COURSE INCLUDES
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Module 1: Effective Communication
53 min Video
|
1
hr
45 min
Reading & Exercises
|
Gain a comprehensive understanding of the importance of self-awareness and how that relates to effectively communicating with clients and colleagues. Improve your emotional intelligence and develop confidence using active listening techniques to navigate professional and client relationships. The skills and techniques learned will prepare the advisor for increased responsibilities and complexity, while also building a firm foundation of trust with colleagues and key stakeholders involved in the client engagement process.
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Module 2: Maximize Interpersonal Skills to Grow Your Influence
32 min Video
|
1
hr
35 min
Reading & Exercises
|
Build upon your understanding and practice of communication skills from Module 1 and develop effective interpersonal practices. Learn behaviors to build trust, creative approaches to gain agreement for effective decision-making, basic facilitation skills, and the effective use of communication mediums. Rooted in a deep understanding that behavior precedes results, these interpersonal skills will move the professional beyond the expected level of transactional expertise to a higher, more advanced level of influence.
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Module 3: Understanding Family Dynamics
40 min Video
|
2
hrs
40 min
Reading & Exercises
|
Develop a foundational understanding of family dynamics in wealth advising and family office support by learning family systems theory and basic family patterns and models, particularly as they relate to generational wealth transitions. Build skills in assessing readiness for family meetings, basic meeting design, and meeting facilitation techniques. Ultimately, grow your ability to support the family's needs beyond financial capital goals.
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FULL COURSE:
3 Modules
2 hrs
5 min
Video
|
6 hrs
Application
|
Standard $1,550.00 | Member $1,250.00 | Access Course |
Advisor Development 101 includes three introductory modules covering fundamental topics and practical application to become an advisor of the future. Complete the course to earn a digital badge to certify your knowledge. Click on the ‘+’ signs above to see descriptions of each module.
Additional Course Information
Complete the course to earn a digital badge certifying your understanding of effective communication, interpersonal skills to grow your influence, and family dynamics to become an advisor of the future. Contact FOX to inquire about group discounts.
This course was most recently published February 4, 2025.
Achieve the following by completing the course:
- Differentiate the components of two frameworks to build self-awareness and communication skills and increase effectiveness.
- Define emotional intelligence and identify techniques to practice emotional intelligence with clients and colleagues.
- Examine the meaning of trust and 13 behaviors that build and sustain it.
- Recall techniques for idea generation and consensus building that can expand advisor influence with the family.
- Distinguish basic family dynamics related to business-owning families and generational wealth.
- Recognize best practices for client meeting preparation and facilitation to improve workflow and collaboration.
Jeff Strese | Family Learning & Leadership Consultant
Jeff Strese is the Family Learning & Leadership Consultant at Family Office Exchange (FOX). As a consultant, Jeff has focused on multi-generational family enterprises, corporations, and mission-driven nonprofit organizations. He has more than 25 years of experience working across industries in the areas of leadership development, organizational effectiveness, and family dynamics. He holds certifications in family wealth and family business advising (CFWA, CFBA).
Jeff is passionate about helping family businesses and organizations create clarity out of the complex and inspiring leaders from all backgrounds to develop and master critical skills like coaching, communication and emotional intelligence. He has developed innovative programs to guide next-generation leaders to reach their full potential in a fast-paced, global economy.
Jeff has served as Chief Talent and Learning Officer (CTLO) at Tolleson Wealth Management, a multi-family office serving client families across the country. Prior to his role at Tolleson, Jeff served as the Chief Human Resources Officer (CHRO) at Southern Methodist University (SMU).
After purchasing the full course, you will get an email with a link to the course and a unique access code.
You will have a 1-year license from the date of purchase.
In the course, you can access support via self-service, live chat, or email. If you have any difficulty in purchasing the course, please contact us at elearning@familyoffice.com.
Please email elearning@familyoffice.com and we’ll be delighted to assist you.
FOX offers learning opportunities for advisor training in e-learning and in-person formats. The e-learning course is intended for early- to mid-career individuals seeking a self-directed and self-paced opportunity.
The FOX Family Advisor Training Program is a more comprehensive program, designed for mid- to senior-level advisors consisting of three 90-minute virtual sessions and a 2-day in-person intensive program with a cohort of peer advisors and family office professionals. Please visit our workshops page if you are interested in the Family Advisor Training Program to see upcoming dates and details.
This course offers CPE credit. Visit the CPE tab for additional details regarding number of credits and the requirements.
Field of Study: Management Services, Personal Development, Specialized Knowledge – Participants will earn 3 CPE credits by completing this course, which includes achievement of at least a 70% score on each of the three module assessments. CPE credits are accepted at the option of state certifying boards. Requirements, compliance procedures and acceptance may vary by state.
Learning Objectives: Upon completion of the program, participants will be able to adapt their communication style and increase flexibility and effectiveness, understand the importance and application of emotional intelligence, apply skills to build and sustain trust, prepare and facilitate client meetings, understand basic family dynamics, and use techniques for idea generation and consensus building.
Program Level: Overview | No prerequisites or advance preparation are required
Delivery Method: QAS Self Study
Family Office Exchange is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.NASBARegistry.org.
REFUND POLICY: Refunds are offered within two (2) business days of a course purchase if it has not been accessed. For more information regarding refunds, concerns, or policies please email foxelearning@familyoffice.com or call 312.327.1200.
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