Integrated Wealth Advisor Council - September 26-27, 2018

Overview

Wednesday, September 26, 2018 - 3:00pm to Thursday, September 27, 2018 - 4:00pm

The purpose of this Council is to provide a venue to help wealth advisor firms think about strategic objectives for their companies by means of peer insights, investigation of the drivers of success for integrated wealth management, and articulation of the needs of the ultra-high-net-worth target market.

The next meeting will be held at the FOX office in downtown Chicago.

For information about joining this Council, contact us by email or call 312-327-1247.

Recommended for:

FOX Integrated Wealth Advisor Council Members and Prospective Members

Registration

FOX Members: Log in to register for this event.

Not a FOX Member? Inquire here to request an invitation to this event:

form.antibot { display: none !important; } You must have JavaScript enabled to use this form.

First Name *

Last Name *

Email Address *

Phone Number *

Company *

Country *

Terms and Conditions

We want to ensure you know how your data is stored and used. Please take a moment to review the terms and conditions and privacy policy before you continue.

Terms and Conditions *

I agree to the terms and conditions

Contact Permissions

To keep you informed of developments at FOX and in the family enterprise market, we would like to email you periodically. To join our mailing list, simply check the box below. You can easily unsubscribe at any time.

Contact Permissons

Yes, I would like to receive email communications from Family Office Exchange

Leave this field blank

CAPTCHA

This question is for testing whether you are a human visitor and to prevent automated spam submissions.

Agenda

Wednesday, September 26, 2018

*3:00 PM*	Welcome and Participant Introductions

*3:30 PM*	Transformational Growth Brian Marshall, Transformational Growth Partners Regular growth is necessary to survive. Transformational growth is necessary to thrive. Learn strategies to help your firm uncover the individual and group roadblocks that may be holding you back from becoming a high performing team.

*6:00 PM*	*Cocktails & Dinner* 312 Chicago 136 N. LaSalle St. Chicago, IL

Thursday, September 27, 2018

8:00 AM	*Breakfast*

*8:30 AM*	Transformation of the Ultra-Wealth Business David Toth, Managing Director, Family Office Exchange FOX will present transitions occurring among private businesses and families and the accompanying shift in client needs as well as how it will impact the role of the advisor. We will present specific evidence of these transitions and discuss how advisors are approaching this unprecedented opportunity during our peer exchange.

*9:30 AM*	How to Build a Referral Culture Alexandre Monnier, President, Family Office Exchange This session will focus on the skills needed to deepen relationships with existing clients. Techniques for how firms can support relationship managers in learning to listen more and get more comfortable asking questions that will help uncover additional client needs and interests will also be shared.

*10:30 AM*	*Break*

*11:00 AM*	Best Practice Insurance Review: Protecting Your Clients Assets Bob Courtemanche, Risk Strategies Company

*12:00 PM*	*Lunch*

*1:00 PM*	Family Meeting Success: Fostering Connection, Learning and Legacy Bryn Mars, Bryn Mars Consulting How do you craft an agenda that entices and engages all ages? How do you create a memorable experience with the right mix of learning and fun? Our speaker will share her personal experience as a 4th generation family member who, with her cousins, planned her annual family retreats, along with her professional experience as a consultant helping families design family meetings that engage multiple generations in meaningful ways.

*2:30 PM*	*Break*

*3:00 PM*	Executive Dialogue

*4:00 PM*	Adjourn