Explosive wealth growth and escalating client demands are collectively impacting the course of the Ultra-High Net Worth business. This webcast will discuss some of the challenges presented by this shift in our industry. Will this new shift cause a meaningful departure from common past practices and spur the adoption of new ones? How prepared are advisors for this new era? What are providers doing to change to adapt? All of this and more will be addressed.
Client Experience and Expectations
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Winning on Purpose: The Case for Putting the Client First | 2022 FOX Wealth Advisor Forum
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Customer experience leaders outperform the market 2 to 1, so why are more companies not fully embracing Customer Purpose? Join us for a presentation from Maureen Burns, who is a leader in Bain & Company’s Customer practice work within the Financial Services industry. Maureen deals extensively with clients on topics related to marketing excellence, the Net Promoter System®, customer journey redesign, and digital transformation.
The Role of Continuous Development for the Successful Advisor | 2022 FOX Wealth Advisor Forum
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Many wealth advisors and specialists have a strong technical or financial background, but the importance of cultivating interpersonal and relational skills to serve families cannot be overstated. Join a panel of exceptional peers who discuss the invaluable impact of continuous development in the everchanging environment many advisors and specialists find themselves in. They share the learnings that guided them throughout their careers and examine what development really means when it comes to serving families of wealth.
With the passage of time, the fear-based approach of Wealth 2.0 has evolved to a more positive, strengths-based paradigm. This new approach—the Wealth 3.0—is a call to action for greater professionalism and rigor by the diverse practitioners of family wealth advising. Dr. James Grubman, Dr. Dennis T. Jaffe, and Kristin Keffeler illuminate what needs to be done and how the future lies in integrating truly family-centric services that are driven by purpose and optimism.
Sharing a Family Office Advisory Relationship?
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The Family Office 5.0 model is changing how advisors deliver services. Strategic partnerships can help family office service providers better focus on delivering core value-added offerings. A roadmap toward that goal will help you meet the evolving needs of family offices and provide best-in-class services.
By implementing proactive controls, organizations can minimize the chance of falling victim to a ransomware attack. This guide explores these eight leading cybersecurity practices, with critical steps to take and tips to incorporate into your approach: Know your environment Keep your data backups safe Implement a patch management program Build a security-aware culture Assess control and authentication Monitor, detect and respond Implement a ransomware recovery strategy Consider ransomware insurance
Successful strategic growth planning occurs when a company identifies opportunities for growth and then focuses its organization to be efficient and effective in the pursuit of those opportunities. Having proper preparation and governance is key to reach and sustain that success. This e-book will help jump start a company’s move towards that journey. It will also highlight the warning signs that can derail a strategic plan and show how companies can prepare to keep the plan on track.
Making the Case for Digital Transformation
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With the pace of change accelerating in today’s environment, it becomes critical for organizations to adapt and embrace a digital transformation that goes beyond implementing new tools and technology. By conducting a financial assessment, creating a business case, and building a road map, your organization can make the financial case for your digital transformation journey and get started today.
Every family’s succession journey is unique, and the change can feel uncomfortable. To help navigate that transition in leadership, 32 former family office CEOs offer their succession stories with the intent of sharing their advice and lessons learned to light the path for those for whom such a transition may be on the horizon. Along with the important lessons learned are helpful resources that include a sample succession plan.
In today’s hyperconnected world, news headlines are filled with stories about identity exposure, data breaches and other major threats to your personal information and financial assets. This guide provides best practices, resources, and actionable advice to help you protect yourself or recover from a cyberattack.