2019 FOX Wealth Advisor Forum - Full Digital Binder

This year’s FOX Wealth Advisor Forum focused on how advisor firms could effectively evolve in the midst of great change. As an industry, we are seeing massive transitions across client demographics, talent, the skills needed to deliver an optimal client experience, and unparalleled technological disruption. Many advisors are preparing to address change...now.
On May 1-2 in Dallas, over 100 advisors participated in a learning and networking experience that was rewarding and action-oriented. The fresh perspectives and actionable recommendations from industry experts and advisor member peers equipped participants to confidently build the advisory firm of the future.

• Expert speakers offered insights to help advisors better understand trends related to evolving client needs, the industry, and the workforce.
• Participants learned practical solutions for building strong teams, developing strategic skills to build better client relationships, and differentiating their firm as a leader within a crowded landscape.
• The forum provided multiple opportunities for networking with the most accomplished advisors in the industry, structured peer dialogue discussions, and a session focused on professional skill development.