Webinar – Australia Wealth Advisor Council

Overview

Monday, Dec 08, 2014 - 11:00am
Monday, Dec 08, 2014 - 12:00pm
Join us for a webinar on Tuesday, December 9 when Charlie Grace, FOX Managing Director, will review:
 
  1. key challenges and trends in the wealth management industry
  2. service offerings and delivery
  3. pricing and profitability.  

The content for the webinar represents an overview of the  content FOX provided and discussion  from our first meeting of the new Wealth Advisor Council in Melbourne that had its inaugural full day meeting on August 12, 2014. The firms that joined us enjoyed an overview of FOX insights and FOX Australia member perspectives on building profitable, sustainable wealth advisory businesses.  . The spirited discussion validated the power of this peer network and helped the member firms share experiences and chart the issues they wanted to pursue together.

This webinar will review in summary fashion the content from the previous meeting and discuss the upcoming Council meeting to be held in Melbourne on February 25, 2015
 
We will close the Council group at 25 advisor firms.  Please register for this webinar now to learn more. 
 
What: Highlights of the First FOX Australia Wealth Advisor Council Meeting
Date: Tuesday, December 9
Time: 10:00am AEDT
Duration:1 hour
Dial in: Information will be provided when you register
 
 
 
 
Recommended For
Wealth Advisors
[[{"type":"media","view_mode":"media_large","fid":"8969","attributes":{"alt":"","class":"media-image","height":"118","style":"width: 100px; height: 118px; margin: 5px; float: left;","typeof":"foaf:Image","width":"100"}}]]Charles B. Grace, III
Managing Director
 
Charles B. Grace, III is Managing Director at FOX. Charlie works on strategic planning projects for families and family offices as well as wealth management advisor clients. He has more than 20 years experience in the family office community advising high-net-worth families and has been quoted in various publications on the subject of private wealth management, including The Wall Street Journal, Financial Times, and Worth Magazine. In addition to his responsibilities at FOX, Charlie has been active on the Board of the single family office Ashbridge, LLC since 1992 and in 2010 was named President. He is a Trustee and member of the Investment Committee of the non-profit Tuttle Fund, Inc. in New York City.