Webinar - The Importance of Strong Partnerships
Overview
New FOX research indicates that families and advisors who work in strategic partnership are better prepared to navigate transitions and overcome the many complex issues they face. Discover how successful families and advisors are positioning themselves to operate in an increasingly complex and unpredictable global environment.
Utilizing the groundbreaking “Strengthening the Partnership” research, this webinar will focus on:
• Why it is important to build a “Partnership Culture”
• What partnerships look like and how they operate within a family/advisor ecosystem
• Steps that can be taken to strengthen present and future partnerships
Speaker(s)
David F. Toth, Director of Advisor Research, Leader of Strategic Chief Investment Officer Council
David Toth is the Director of Advisor Research at FOX. He harnesses research to develop actionable insights and perform strategic analyses for family offices and wealth management advisor members. Assignments include constructing a roadmap 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. Most recently, he completed “Creating Memorable Client Experiences: Differentiation in the Ultra-Wealth Market,” a report designed to assist advisory firms and families build their own unique client experience programs.
David brings over thirty years of wealth & 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.