Integrated Wealth Advisor Council - September 27-28, 2017


Wednesday, September 27, 2017 - 2:00pm to Thursday, September 28, 2017 - 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 27

2:00pm Welcome and Participant Introductions
3:00pm Peer Discussion: Cyber Security
6:00pm Cocktails and Dinner

Thursday, September 28

8:00am Breakfast

Pricing Strategies
David Toth and Charlie Grace, Family Office Exchange

10:00am Break

Connecting the Client and Employee Experience
Andy Busser, Pitcairn

12:00pm Lunch

Setting Goals, Measuring Productivity, and the Performance Review Process

2:30pm Break
3:00pm Discussion: Meeting Takeaways and Agenda Ideas
4:00pm Adjourn



*Agenda subject to change.

*** Business casual attire for meeting ***