Client Experience Council January 2018

Overview

The FOX Client Experience Council is mainly composed of senior members from client service teams; those client-facing employees responsible for delivering broad, integrated service experience to family member clients.

The purpose of this council is to elevate the professional and personal performance of the participants. Participants will get peer advice, and learn from appropriate experts to improve their performance.

Each Council works from a FOX developed curriculum that is tailored to the needs of the Council. Meetings include content from the curriculum as well as specific topics and discussions requested by the Council members. FOX provides the appropriate internal and external resources for lively, fruitful meetings.

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Agenda

SAMPLE AGENDA

Host: Family Office Exchange

The night before

6:30 p.m. Council Dinner

Council Meeting

8:00 a.m. Breakfast

8:30 a.m. Welcome and Council Objectives

9:00 a.m. Overview of Member Accomplishments and Challenges

Interactive discussion. All members will share a short overview of your 2017 accomplishments and 2018 challenges.

10:30 a.m. Break

10:45 a.m. FOX Research: Case studies from Price Value Study

followed by a group discussion about the tensions between value and price.

12:00 p.m. Working Lunch

Book Discussion: Setting the Table: The Transforming Power of Hospitality in Business by Danny Meyer

1:00 p.m. Hospitality the Arizona Biltmore Way

2:00 p.m. Break

2:15 p.m. Executive Dialogue

4:30 p.m. Topics for Next Meeting

5:00 p.m. Adjourn

*** Business casual attire for meeting***