Integrated Wealth Advisor Council - September 26-27, 2018


Wednesday, September 26, 2018 - 3:00pm to Thursday, September 27, 2018 - 4:00pm


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, September 26, 2018
3:00 PM Welcome and Participant Introductions
3:30 PM Transformational Growth

Brian Marshall, Transformational Growth Partners

Regular growth is necessary to survive. Transformational growth is necessary to thrive. Learn strategies to help your firm uncover the individual and group roadblocks that may be holding you back from becoming a high performing team.

6:00 PM Cocktails & Dinner
312 Chicago
136 N. LaSalle St.
Chicago, IL
Thursday, September 27, 2018
8:00 AM Breakfast
8:30 AM

Transformation of the Ultra-Wealth Business
David Toth, Managing Director, Family Office Exchange

FOX will present transitions occurring among private businesses and families and the accompanying shift in client needs as well as how it will impact the role of the advisor. We will present specific evidence of these transitions and discuss how advisors are approaching this unprecedented opportunity during our peer exchange.

9:30 AM

How to Build a Referral Culture
Alexandre Monnier, President, Family Office Exchange

This session will focus on the skills needed to deepen relationships with existing clients. Techniques for how firms can support relationship managers in learning to listen more and get more comfortable asking questions that will help uncover additional client needs and interests will also be shared.

10:30 AM Break
11:00 AM Best Practice Insurance Review: Protecting Your Clients Assets
Bob Courtemanche, Risk Strategies Company
12:00 PM Lunch
1:00 PM Family Meeting Success: Fostering Connection, Learning and Legacy
Bryn Mars, Bryn Mars Consulting

How do you craft an agenda that entices and engages all ages? How do you create a memorable experience with the right mix of learning and fun? Our speaker will share her personal experience as a 4th generation family member who, with her cousins, planned her annual family retreats, along with her professional experience as a consultant helping families design family meetings that engage multiple generations in meaningful ways.
2:30 PM Break
3:00 PM Executive Dialogue
4:00 PM Adjourn