Integrated Wealth Advisor Council - March 29-30, 2017


Wednesday, March 29, 2017 - 3:00pm to Thursday, March 30, 2017 - 5:00pm
The purpose of this Council is to provide a venue to help wealth advisor firms think about strategic objectives for their companies by means of peer insights, investigation of the drivers of success for integrated wealth management, and articulation of the needs of the ultra-high-net-worth target market.
The next meeting will be held at the FOX office in downtown Chicago.
For information about joining this Council, contact us by email or call 312-327-1247.

  • Agenda

Wednesday, March 29, 2017

3:00 p.m. Welcome and Overview of Member Accomplishments and Challenges
4:00 p.m. Peer Discussion: Engaging Clients on Governance, Legacy and Leadership
6:00 p.m. Cocktails & Dinner

Thursday, March 30, 2017

8:00 a.m. Breakfast
8:30 a.m. FOX Advisor Trends and Highlights
9:30 a.m. Break
10:00 a.m. Identifying and Communicating Points of Differentiation
12:00 p.m. Lunch
1:00 p.m. Developing Successful Business Development Practices
3:00 p.m. Member Case Studies on Business Development & Branding Challenges
4:00 p.m. Preparation for Next Meeting
5:00 p.m. Adjourn



*Agenda subject to change.

*** Business casual attire for meeting ***