Webinar - How Clients, Employees and Pricing are Transforming the Ultra-Wealth Business
Overview
After decades of anticipation, the tectonic shift of demographics that would lead to the enormous transfer of wealth, monetization of private businesses and the ushering in of a new workforce are here. Based on FOX’s most recent research and insights, Karen Rush, Managing Director of Membership, and David Toth, Managing Director of Wealth Advisors, will share their perspectives on what ways ultra-wealth advisors are seeing their business transform.
***Those that attend this webinar and complete the conditions of participation are eligible to receive 1 hour of CPE credit.
Speaker(s)
Karen Rush is Managing Director of Membership for Family Office Exchange (FOX). She is part of the advisor team that works to increase membership and provide member services. Formerly events manager, she was responsible for planning all external FOX events, including forums, workshops and regional events.
Prior to joining FOX in 2005, Ms. Rush spent 10 years at a large, multi-generational family office as the communications coordinator. She worked directly with the family office and family members to develop a family meeting process and younger generation education program.
Ms. Rush received a bachelor’s degree in political science from Southern Illinois University.
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David Toth is a Managing Director at FOX. In his role, he harnesses proprietary and non-proprietary research to develop actionable insights and perform strategic analyses for family offices and wealth management advisor members. Assignments include constructing a pathway of initiatives that assist family offices and wealth advisors in building pricing strategies, elevating client experience, talent management strategies and optimizing team structure and achieving profitable growth. David has written reports on "Creating Memorable Client Experiences,“The Value/Price Relationship,” “Strengthening the Partnership Between Families and Advisors” and most recently “The Shifting Talent Paradigm”. He serves as co-moderator of FOX’s Multi-Family Office (MFO) and Integrated Wealth Advisor (IWAC) Councils.
David brings over thirty years of wealth and investment management, marketing and strategic consulting experience to FOX and its members. Over the past fourteen years he has held key leadership positions in the Asset Management Division at PNC Financial formulating and implementing growth strategies that helped to more than double the size of their wealth and ultra-HNW businesses. David has played a lead role in the wealth industry through his work on client satisfaction/loyalty, improvements to both the client and advisor experience, pricing strategies, development of new investment products and approaches, and the launch of Wealth Insight® an award-winning blend of technology and advisor/client interaction.
David earned a B.B.A. majoring in Marketing and an M.B.A. majoring in Finance & Economics from University of Michigan and the University of Detroit/Mercy, respectively. In addition, David has completed Leadership and Executive Development programs at the University of Pennsylvania’s Wharton School.