Cultivating Qualitative Skills for the Family Advisor of the Future | 2023 FOX Family Office and Wealth Advisor Forum
Overview
Family advisors often have a strong technical or financial background, but the importance of cultivating communication style, emotional intelligence, coaching skills, trust-building, and similar qualitative skills to serve clients cannot be overstated. Join a panel of peers who will share how they meaningfully engage with family clients and discuss the invaluable impact of continuous qualitative skill development in today's ever-changing family-advisory environment.
Alexander Hill, Relationship Manager, Maestro
Robert Persons, Director of Advisory Services, The Family Office at Synovus
Justin Thompson, Managing Director, Client Advisory Team, Tolleson Wealth Management
Moderated by Jeff Strese, Family Learning and Leadership Consultant, FOX