This year’s FOX Wealth Advisor Forum will focus on how to effectively evolve your firm in the midst of great change. As an industry, we are seeing massive transitions across client demographics, talent, the skills needed to deliver an optimal client experience, and unparalleled technological disruption. Many advisors are preparing to address change...now.
Join us on May 1-2 in Dallas for a learning and networking experience that will be rewarding and action-oriented. The fresh perspectives and actionable recommendations from industry experts and your peers will equip you to confidently build the advisory firm of the future.
- Expert speakers will offer insights to help you better understand trends related to evolving client needs, the industry, and the workforce.
- You will learn practical solutions for building strong teams, developing strategic skills to build better client relationships, and differentiating your own firm as a leader within a crowded landscape.
- The forum will provide multiple opportunities for networking with the most accomplished advisors in the industry, structured peer dialogue discussions, and a session focused on professional skill development.
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REFUND POLICY: For event registrations, refunds of payment or forum allotments will be offered if the cancellation is made in writing to Family Office Exchange at firstname.lastname@example.org five (5) or more business days prior to the start of the event. For more information regarding administrative policies please contact FOX office at: 312.327.1200.
Field of Study: Finance - Up to 8.5 CPE credits can be earned by attending this event. CPE credits are accepted at the option of state certifying boards. Requirements, compliance procedures and acceptance may vary by state. Learning Objectives: Upon completion of the program, participants will be able to understand trends related to evolving client needs, the industry and workforce. Participants will also gain practical strategies for building strong teams, skills to build better client relationships, and approaches to standing out as a thought leader within a crowded landscape.
Program Level: Overview | No prerequisites are required for any of the sessions. | Delivery Method: Group Live Program
Family Office Exchange is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.NASBARegistry.org.