Due to the ongoing global pandemic, this year’s FOX Wealth Advisor Forum has gone virtual. Over the course of three days we will focus on key issues that will likely endure during and beyond the pandemic. We will explore promising technologies, the evolving advisor/client relationship, best practices for engaging clients virtually, business development in the new paradigm, and how to build a resilient firm culture all in an effort to help you navigate the challenges now and in the future. This recap captures key insights and takeaways from the sessions.
Use this recap to: Confirm what you heard in the sessions you attended, learn about sessions you didn’t attend, or if you missed the event: this document will update you on the leading ideas in our world of rapid change. Please feel free to share this with colleagues who were not able to attend. FOX members have full access to the videos and presentation slides through the FOX website.
