The FOX Thought Leader Council Summit brings together multi-disciplinary industry leaders (Wealth management, Law, Investment, Insurance, Banking, etc.) to discuss how rapid technological advances are fundamentally shifting how clients and their advisors interact. Acknowledging the complex environments through which families and advisors are navigating, we will utilize a pragmatic lens to understand the role advisors play in this ecosystem. Leveraging his Ten Types of Innovation, Larry Keeley, innovation strategist and co-founder of the global innovation firm, Doblin, will guide us through an exploration of how the complex and interwoven relationships between families and advisors will evolve.
Attendance is limited to one attendee per FOX Thought Leaders Council firm.