Ask The Experts: Navigating Unprecedented Growth | 2023 FOX Family Office and Wealth Advisor Forum

Wealth advisors continue to experience rapid growth, which on its face is positive – but firms can get into trouble if growth is not properly managed. Join a panel of experienced wealth advisors explaining the ins and outs of effectively managing growth. Topics discussed include identifying the right clients for your business, creating efficiencies and processes that make growth more manageable, creating the right training for employees, how to analyze client profitability, and more.

Katherine Dunlevie, President and Chief Executive Officer, The Family Office at Synovus
Richard Joyner, President, Tolleson Wealth Management
Andrew L. Busser, President, Family Office, Pitcairn
Moderated by David Toth, President, Membership, FOX