2014 Wealth Advisor Briefing Chicago - March 19

Overview

Wednesday, March 19, 2014 - 1:30pm to 3:00pm
Join us for a lively exchange of information and ideas with your peers at this FOX Wealth Advisor Briefing.
 
On paper the services that are offered from one advisory firm to the next are often much the same. What really matters is “HOW” advice and services are being delivered. FOX Thought Leaders identified a set of key hallmarks that signify State of the Art advice across disciplines. In this discussion, find out what they are and how they apply to your business.  
 
Attendance is included with membership, but advance registration is required.

Location

HUB International Personal Insurance
55 E Jackson Blvd
12th Floor
Chicago  Illinois  60604
United States
  • Agenda
8:30 - 9:00 am Breakfast and Networking Reception
9:00 - 10:00 am Peer discussion: On paper the services that are offered from one advisory firm to the next are often much the same. What really matters is “HOW” advice and services are being delivered. FOX Thought Leaders identified a set of key hallmarks that signify State of the Art advice across disciplines. In this discussion, find out what they are and how they apply to your business.