2020 FOX Virtual Wealth Advisor Forum Session Materials

Due to the ongoing global pandemic, this year’s FOX Wealth Advisor Forum has gone virtual. Over the course of three days we  focused on key issues that will likely endure during and beyond the pandemic. We explored 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.

Below are the session recaps, videos, and presentations. (Only visible and available to FOX Members)