Client Experience Council - January 17 - 18, 2018


Wednesday, January 17, 2018 - 3:00pm to Thursday, January 18, 2018 - 5:00pm
The FOX Client Experience Council is mainly composed of senior members from client service teams; those client-facing employees responsible for delivering broad, integrated service experience to family member clients.    
The purpose of this council is to elevate the professional and personal performance of the participants.  Participants will get peer advice, and learn from appropriate experts to improve their performance.  
Each Council works from a FOX developed curriculum that is tailored to the needs of the Council. Meetings include content from the curriculum as well as specific topics and discussions requested by the Council members. FOX provides the appropriate internal and external resources for lively, fruitful meetings.

  • Agenda


Wednesday, January 17, 2018


3:00 p.m.               Council Activity

6:30 p.m.               Council Dinner


Thursday, January 18, 2018

8:00 a.m.






8:30 a.m.


Overview of Member Accomplishments and Challenges
Facilitated by Mariann Mihailidis, Family Office Exchange 

Interactive discussion. All members will share a short overview of 2017 accomplishments. For each accomplishment, please include original goal, what were the options considered, why were some eliminated and what was the end result and finally, what was the impact on the organization and the client.

10:30 a.m.






10:45 a.m.


Client of the Future – How should firms prepare themselves to serve the client of the Future
 Mark Tibergien Chief Executive Officer
Pershing Advisor Solutions, a BNY Mellon Company



12:00 p.m.




1:00 p.m.


Technology: Ways to Enhance Client Experience and the Bottom Line
Stephen Draper and Rob Mallernee of Eton Advisors, L.P.


2:00 p.m.






2:15 p.m.


Executive Dialogue
Facilitated by Mariann Mihailidis, Family Office Exchange




4:30 p.m.


Topics for Next Meeting




5:00 p.m.