With almost all meetings now happening virtually, how are firms establishing and growing client relationships? Demonstrating your firm’s capabilities, better understanding client needs, maximizing touchpoints, and building deeper client relationships are all important client engagement goals. In this session, leading family learning and events prof...
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During and post pandemic affluent consumers of all generations will work remotely more often, enabling them to become more digital, and generating more personal data, than ever before. Milton Pedraza, Luxury Institute CEO, shared insights and recommendations on how human emotional intelligence optimized with innovations in advanced personalization ...
Moderated by FOX’s David Toth, we’ll hear from three prominent wealth advisors regarding the advisor role, how they see the role evolving, the technology influencing what they do and how they do it, and the skill sets they seek in the next advisor generation.Presenters:Thomas P. Melcher, Managing Director, Director of Family Wealth, GlenmedeJack Th...
In this keynote session, a tenured wealth management chief technology officer addressed the widening gap between ultra-wealthy clients’ expectations and the actual value delivered. We discussed how firms successfully innovate and work differently to adapt to evolving client needs and will provide insights from our family office membership. Addition...
Due to the ongoing global pandemic, this year’s FOX Wealth Advisor Forum has gone virtual. Over the course of three days we will focus on key issues that will likely endure during and beyond the pandemic. We will explore promising technologies, the evolving advisor/client relationship, best practices for engaging clients virtually, business develop...
Each business owner and business-owning family are unique, with distinct characteristics and interests. Our presenters will share insights from FOX proprietary research and their own experiences working with business owners to lead a discussion on how advisors can help families manage challenges, navigate transitions, and engage in difficult conver...
It’s no surprise that the integrated wealth advisory industry focused on ultra-high net worth families is highly competitive. This session will take a smart look at the selection process from the perspective of families and advisors. The discussion will cover trends in advisor selection as well as key elements driving the search process....
A major commercial crisis is coming, and it could cost nations and businesses $8.5 trillion in unrealized revenue by 2030 – equivalent to the combined GDP of Germany and Japan. The threat: chronic skilled talent shortages. According to Korn Ferry, it will impact growth for businesses and nations as soon as 2020. By 2030, there will be a...
This year’s FOX Wealth Advisor Forum focused on how advisor firms could effectively evolve in the midst of great change. As an industry, we are seeing massive transitions across client demographics, talent, the skills needed to deliver an optimal client experience, and unparalleled technological disruption. Many advisors are preparing to addr...
Advisors grew assets (both AUM and AUA) by 17% and 15% respectively in 2017; however revenue grew by only 8%. What is the cause of this disconnect between assets and revenues? What are the other trends re-shaping the ultra-wealth advisor market? FOX managing directors David Toth and Karen Rush framed the issues and opportunities that are impac...
Example document presented at the 2018 FOX Wealth Advisor Forum by James Grubman, Ph.D., Family Wealth Consulting.Session: Longevity, Aging & Incapacity: Cutting-Edge Approaches to Managing Modern Risks
By 2030, nearly 75% of employees are projected to be Millennials. For some time now, forward-thinking organizations have been laying the groundwork for this generation and the changes in expectations, work styles, and values thatthey are ushering in. In recognition of these changes, two Millennials and a senior sponsor at Pershing launched a revers...
According to research by FOX’s David Toth, advisors are facing the dilemma of replacing retiring baby boomers - along with their institutional knowledge - in large numbers, while adapting their “employment brand” to be attractive to a different generation of workers. As employees seek companies with cultures that align with their ...
In this interactive session, we’ll examine how adopting a listening framework and developing the skills to listen strategically can help elevate your effectiveness as an advisor. We’ll then connect the dots with real life examples of how executives have successfully applied a listening framework to communicate and resonate with clients ...
According to the 2018 Edelman Trust Barometer, people’s trust in business, government, NGOs and media has yet to recover, revealing growing levels of mistrust globally. However, positive regulatory steps, a renewed focus on client satisfaction and data security, and a clearly communicated social purpose have helped the financial services indu...