FOX serves the investment needs of wealthy individuals and family offices by providing educational resources, peer networking opportunities, and proprietary research to help investors make better investment decisions for their families.
Laurence Vanden Boom, Manager, Learning and Development – Plante Moran
Wednesday, August 14, 2019
One of – if not THE – most essential skills necessary in our profession is the ability to influence the outcome of our interactions with clients and colleagues. Ultimately, we need to be aware of the human element of business if we want to achieve our intended results.
The software selection process can be overwhelming and time-consuming. What are the options, what functionality do they offer, and how much do they cost?