2021 FOX Virtual Wealth Advisor Forum Recommended Resources

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2021 FOX Wealth Advisor Forum Recommended Resources

How to Prioritize Diversity in Your Organization
Recommended by the Panel:  Kelly Lora Ewart, Vice President of Strategic Relationships, PURE Insurance; Lucy K. Park, Partner, Perkins Coie; Haley M. Rives, CFA, Director, Asset Consulting Group and Carin Ojala, Director of Recruiting + Professional Development, Warner Norcross + Judd LLP

The Transformational Role of the Family Advisor
Recommended by Dien Yuen, JD/LLM, CAP®, AEP®, Blunt-Nickel Professorship in Philanthropy, Assistant Professor of Philanthropy, The American College of Financial Services

What's Next? Adapting to Rapid Change
Recommended by Robert Sheahan, Vice President, Head of Consulting, BNY Mellon | Pershing

Recommended by Mindy Kalinowski Earley, CMP, CFBA Chief Learning Officer, FOX 

The Elements of Value
Recommended by Eric Almquist, Advisory Partner, Bain & Company