Join us for a webinar on Wednesday, December 3. Charlie Grace, FOX Managing Director, and Karen Rush, FOX Director of Membership, will review key challenges and trends in the wealth management industry, multi-family office service offerings and delivery, and pricing and profitability.

 

The content is an output from our first meeting of the new Wealth Advisor Council in New York City. The firms that joined us enjoyed an overview of FOX insights on building profitable, sustainable wealth advisory businesses and joined an energetic group of peers seeking the same thing. The spirited discussion validated the power of this peer network to help the member firms share experiences and chart the issues they wanted to pursue together.

 

 

To register, click here.  We will send you the details for logging into the presentation.