Client Experience and Expectations

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Eat, Drink and Succeed!
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We all attend countless social events for work and our personal lives, yet we often fail to recognize the full potential that every event truly provides. In this powerful 2012 Wealth Advisor Forum session, Laura Schwartz demonstrated why it is critical to rethink your definition and approach to networking to ensure that you identify and capture every opportunity to form powerful partnerships that have lasting business and personal benefits. Using examples filled with inside tips and techniques, Ms.

Enhancing the Client Service Experience
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Helping clients achieve important life goals by integrating the full range of their planning and financial needs is enormously complex, often requiring the efforts of numerous, highly skilled individuals working in concert. In this session, which draws on newly released FOX research, you will hear how some firms are finding ways to manage their operational complexity and deliver topflight service without sacrificing margins.

Leveraging Social Media While Navigating Compliance
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Glossy brochures and a well designed website are fundamental marketing tools, but in today’s world, when people want to learn about your firm, they are just as likely to use various social media sites within their due diligence. This is a tricky thing for advisors to balance. Without a social media presence, you risk your company’s brand and being defined by someone else, yet there are significant compliance limitations as to what can be stated and shared via Twitter or Facebook.

OMG! The Next Generation as Clients: Confusion or Connection?
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We have all heard the daunting forecasts about how many families are expected to change advisors as wealth transfers from one generation to the next. While no advisor wants to become a statistic, many are not clear as to the right strategies or tactics for effectively connecting with and meeting the expectations of the next generation of decision makers. In this session, we will examine ways of servicing the entire family and building a confidential, personal relationship with each individual to avoid being seen as just the “parent’s advisor”.

The Digital Society: New Ways to Transparency, Participation and Innovation
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Increased use of modern networking technologies, including social media, is creating new forms of participation, shifting power from producer to citizen and building customer sovereignty. For corporations and organizations, entry into the digital society rests on new economic principles, rules of play, and collaborative business models.

Shaping the Future with Technology
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Get a glimpse of the family office of the future and the technology employed in securing, managing and distributing data. This 2011 FOX Financial Executives Forum session also looks at how to make the most of existing technology. Conduct periodic assessments of your technology to ensure it aligns with your business goals. Even incremental changes can yield big benefits. Focus on timely, integrated information delivery to the end user as well as operational and client service tools. Spreadsheets are here to stay.

Business Development Strategies and Best Practices for Selling to Wealth Owners
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The complex needs of families stretch sales timelines and require a high degree of customization and cost. During the presentation given at the 2011 Wealth Advisor Forum, two FOX executives examined the business development and sales practices that meet these challenges and help turn prospects into long-term clients.

Retaining Talented Employees to Enhance Productivity
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The key to any successfully operated wealth management organization depends on having the right talent in the right role. This 2010 FOX Fall Forum session includes a discussion of findings from recent FOX research that focuses on critical talent issues, such as recruiting, compensation and team structure. In addition, a family office executive will present findings from her own employee satisfaction survey and discuss how the information has been helpful in identifying what motivates her employees.