It has often been said that one of the keys to success is surrounding yourself with smart, talented people who have your best interests in mind. But, how do you find those people and how do you determine if they are right for you? Building upon his global consulting experience in the area of wealth advisor searches, Charles Grace, Managing Director, Family Office Exchange led the FOX learning community on an in depth exploration of Wealth Advisor Selection.
Wealth Advisor Selection
Publish Date