2020 FOX Virtual Wealth Advisor Forum

Agenda | Presenters | Sponsors | Profile Assessment | FAQs

Overview

Due to the ongoing global pandemic, this year’s FOX Wealth Advisor Forum™ has gone virtual. Over the course of three days we will focus on key issues that will likely endure during and beyond the pandemic. We will explore promising technologies, the evolving advisor/client relationship, best practices for engaging clients virtually, business development in the new paradigm, and how to build a resilient firm culture all in an effort to help you navigate the challenges now and in the future.

Who Should Attend

All FOX Members, including Family Office Executives and Advisors, are encouraged to attend this year’s forum. There is no limit on attendance per member firm.

Accessing the Event: This FOX Virtual Forum will be delivered via an external conference platform. Some employers prevent access to external conference platforms from corporate VPN accounts. You may find it easiest to use a personal device to access this event. Please note that video content will be provided via Zoom.

Registrations are subject to approval by FOX.

Cancellation Details: All cancellations must be made in writing to Family Office Exchange at events@familyoffice.comFor more information regarding administrative policies please contact FOX office at: 312.327.1200.

Field of Study: Finance - Up to 5.5 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 Internet Based


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.