Becoming the Optimal Advisor – Narrowing the Gap between Sales Promise and Service Delivery

In today’s burgeoning Family Office Industry marketplace, the key word is “Integration”, yet, many firms have not yet learned how to deliver true Integrated Family Wealth Management. Firms often silo their offerings creating tremendous inefficiencies and costs for the client while simultaneously missing tremendous opportunities. So what does “TRUE” integrated family wealth management look like and what are the expanded roles of the advisors seeking to achieve this promised state?

Tom Rogerson will share a vision of fully integrated family wealth management and the critical alignment of a culture of sales with a culture of service.