RECAP: 2019 FOX Wealth Advisor Forum

2019 FOX Wealth Advisor Forum - Recap

|    OVERVIEW   |   SESSION RECAPS    | 

Overview

This year’s FOX Wealth Advisor Forum focused on how advisor firms could effectively evolve 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. 

On May 1-2 in Dallas, nearly 100 advisors participated in a learning and networking experience that was rewarding and action-oriented. The fresh perspectives and actionable recommendations from industry experts and advisor member peers equipped participants to confidently build the advisory firm of the future.

READ THE SESSION RECAPS >

"Great for fine-tuning and updating skills of experienced wealth advisors who want to be more effective with clients and prospective clients.”
- 2019 Attendee
"Great networking, outstanding venue, good return on investment."
- 2019 Attendee

Download a PDF of these session recaps:
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View all event materials here (FOX Members only):
View Event Materials