Integrated Wealth Advisor Council - September 27-28, 2017

Overview

Wednesday, September 27, 2017 - 2:00pm to Thursday, September 28, 2017 - 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 27

2:00pm	Welcome and Participant Introductions

3:00pm	Peer Discussion: Cyber Security

6:00pm	Cocktails and Dinner

Thursday, September 28

8:00am	Breakfast

8:30am	Pricing Strategies David Toth and Charlie Grace, Family Office Exchange

10:00am	Break

10:30am	Connecting the Client and Employee Experience Andy Busser, Pitcairn

12:00pm	Lunch

1:00pm	Setting Goals, Measuring Productivity, and the Performance Review Process

2:30pm	Break

3:00pm	Discussion: Meeting Takeaways and Agenda Ideas

4:00pm	Adjourn

*Agenda subject to change.

*** Business casual attire for meeting ***