Webinar - A Grand Tour through the New FOX Wealth Center Website for Advisors

Overview

Wednesday, May 30, 2012 - 05:00pm to 06:00pm CDT

Come for a first-hand introduction to the new FOX Wealth Center website, a rich resource to support you in managing your clients’ wealth and developing your own business. This site is designed to be the first place you go when looking for information regarding issues you face every day. 

Learn to navigate around the site to ensure that you get the maximum benefit from all the knowledge we have neatly packed into the shiny new platform.  You’ll save time with the hints and tricks that we will show you.   
 
*CPE Credit is NOT available for this program. 

Recommended for: 
FOX advisor members, but open to anyone interested in learning more about the new website.

  • Agenda
  • Speaker(s)

We will cover:
• Your personalized dashboard and the important roles your personal and firm profiles play
• The Knowledge Center and the best way to find a study, article, presentation, or webinar
• The power of the FOX Advisor Directories and the benefits available to you as a FOX Advisor Member
• How to find events easily and register without having to re-enter your contact information
• Where to find useful information about FOX

Marv Pollack
Managing Director, Marketing & Strategy
Family Office Exchange

Marv joined FOX two years ago and has been working on the new website ever since.  He is a veteran marketer with a specialty in digital media, having implemented two multi-national corporate websites.  After starting with Leo Burnett Advertising in Chicago, he worked for several national and regional airlines, a global digital document technology firm, and the leading internet and mobile audience measurement firm.  He is has an economics degree from Princeton, an MBA from Stanford, and a certificate from the University of Chicago Private Wealth Management course.