Client Experience and Expectations

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Q2'24 Member Town Hall
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Join FOX for our second quarterly town hall of 2024, hear the latest news about FOX membership, new and helpful services and benefits for members, and FOX leadership observations on our community and our industry. Most importantly, please join us to ask any questions or share any thoughts and feedback pertaining to FOX membership, services, benefits, and activities. This is a great opportunity to create a regular and open channel for communication with the FOX team and your fellow FOX members.

Financial Services CFOs Embrace Tech to Drive Growth
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Amid the growing excitement surrounding generative artificial intelligence (AI) and other emerging technologies, CFOs in asset management and banking remain keenly focused on the impact that these tools can have on their clients. AI is enabling asset management firms to provide investors with valuable insights from extensive datasets, assisting them in selecting the most profitable strategies. Similarly, technology is aiding banks in serving their customers more effectively and efficiently, fostering long-term relationships.

Reimagine Your Business: How Digital Transformation Drives Growth and Value
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Digital transformation is widely misunderstood as being primarily focused on digitizing existing processes, moving to the cloud, or enabling scalability of the business. While this was true historically, today digital transformation requires taking bold steps and deploying advanced technologies such as AI, machine learning, augmented reality, blockchain, and others to create innovative new products that can make new revenue streams possible.

2024 FOX Foresight: Future of Family Wealth Advice
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The family wealth industry is at a strategic inflection point with a future that’s both bright and turbulent. Wealth professionals will face challenges driven by the rising complexity of the families they serve and the imperative to evolve quickly and serve a broader range of their clients’ needs and expectations.

5 Ways Managers are the Answer to Employee Engagement
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We’ve all heard the terms “quiet quitting,” “quiet firing,” and the “great resignation” that point to the need for better employee engagement, which is a state of mind in which employees feel passionate about their jobs, are committed to the organization, and want to put discretionary effort into their work. In this webcast, Cheryl Kuch at Rehmann shares actionable insights and data, checklists, tools, and guidance for managers who are the answer to increasing employee engagement.

Public Webcast: 2023 State of the Ultra-Wealth Business: Balancing Growth and Demand
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A new era of family wealth has driven an explosive growth opportunity for providers and placed far greater demand on their resources. This webcast covers perspectives on the changing nature of demand among families of wealth, checks in on the health of the UHNW business, and discusses how firms balance growth and demand in this new era. Thomas P. Melcher, Director of Private Wealth, Glenmede David Toth, President of Membership, FOX

Redefining Success: Placing Flourishing First in the Family Wealth Industry
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In moving past the “shirtsleeves to shirtsleeves in three generations” adage, advisors in the family wealth space are emphasizing the importance of the family’s qualitative capitals that go beyond serving only the financial capital goals. This shift has elevated the family client experience and expectations. It’s part of the Wealth 3.0 movement that brings with it a refocus on the different goals of various family types, the importance of qualitative capitals, the evolution of family governance, and the human capital of legacy families and the rising generation.

2023 MFO / Wealth Advisor Research Teaser Report
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As we move into a wealth 3.0 era, advisors will continue to navigate new and changing client needs. FOX’s annual Multi-Family Office and Wealth Advisor study provides insights into this changing world. Please enjoy a few sneak peek pages from the upcoming report, and make sure to register for the upcoming webcast as well.

Ask The Experts: Navigating Unprecedented Growth | 2023 FOX Family Office and Wealth Advisor Forum
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Wealth advisors continue to experience rapid growth, which on its face is positive – but firms can get into trouble if growth is not properly managed. Join a panel of experienced wealth advisors explaining the ins and outs of effectively managing growth. Topics discussed include identifying the right clients for your business, creating efficiencies and processes that make growth more manageable, creating the right training for employees, how to analyze client profitability, and more.

Cultivating Qualitative Skills for the Family Advisor of the Future | 2023 FOX Family Office and Wealth Advisor Forum
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Family advisors often have a strong technical or financial background, but the importance of cultivating communication style, emotional intelligence, coaching skills, trust-building, and similar qualitative skills to serve clients cannot be overstated. Join a panel of peers who will share how they meaningfully engage with family clients and discuss the invaluable impact of continuous qualitative skill development in today's ever-changing family-advisory environment.