Voice of the Ultra-Wealthy Family: Evolving Client Behaviors and the Impact on Advisors

Overview

According to FOX research, changing client behavior impacts what services need to be provided, how to develop talent and even the way firms articulate their value in the marketplace. In this webinar, we examined the shift in behavior which can already be seen in the increase in direct investing and more subtly in how families are seeking advice and planning. Most every firm is engaged in a process to better articulate or re-articulate the value they provide. Subsequently, we explored how many leading firms are actively buying, building or partnering with others to enhance their capabilities while thinking differently about their talent acquisition/development and how they build teams.


Date Published: Wednesday, October 23, 2019

Speaker

Glen Johnson, Chief Operating Officer and David Toth, Managing Director – Family Office Exchange

This webinar recording is available to FOX members and is available for purchase by FOX Public Network Guests.