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Your organization’s people strategy should align with your business strategy, and every people-related initiative should result in something that your customers value. Knowing how to find the right people and get them to want to work for you and stay is the secret to competitive advantage. Leverage your human capital and take advantage of the...

People, by nature, are born to judge and make judgments about others as well as themselves. Understanding each other through Real Colors® and knowing what makes each other tick regardless of, and separate from, each person’s relationship with the family of wealth or the family business, is eye opening for families. Real Colors® is a &...

For families of wealth, especially those with a goal of long-term wealth preservation, the potential value of Real Colors® is multidimensional. It offers a language of understanding that aims to improve communication, problem-solving, and decision-making. It may also provide insight into making asset allocation decisions to help maximize the family...

The holidays are approaching and to make it a more relaxed and enjoyable season, it helps to plan in advance and know the best practices for holiday planning, entertaining, gift giving, entertaining, and decorating.

The wealth management industry is constantly reinventing itself, and with every passing year, firms continue to push software vendors to deliver features and functionality that not only enhance their existing solution but offer an unparalleled experience. It is often difficult to know which innovations are relevant and which are not. Having a guide...

Purchasing a wealth management technology solution is a significant business decision for your firm. You have likely been tasked with sourcing a platform that meets the needs of your principals, your team and your stakeholders. The solution should support your internal accounting, investment management and reporting functions while streamlining you...

When former First Lady Nancy Reagan passed away in March 2016, millions of Americans mourned the loss. While the events honoring Mrs. Reagan unfurled seamlessly, a dedicated team was hard at work behind the scenes to ensure the funeral was being conducted to Mrs. Reagan’s expressed desires. The preparations and demands of the funeral may...

CFOs are feeling the rising pressure of leveraging new technology, such as cloud computing, robotic process automation, and various analytical tools, to improve the performance of their organizations. Beyond the basics, the finance organization needs to be a driver in implementing new technology to better manage financial and business information u...

Choosing a technology platform is a time-consuming process leading to a critical decision. You need to be confident that the platform supports your multi-year benefits strategy, and that the HR technology vendor you select will meet your needs today—and in the future. When it comes to choosing the right vendor and solution, it is crucial to a...

All of us want to outperform the competition and be the best in our industry but what does that truly take? In this presentation from the 2012 Wealth Advisor Forum, you will learn a unique seven step process to help you not only surpass the competition in terms of service but create a customer-centric culture that enables you to provide an unparall...

We all attend countless social events for work and our personal lives, yet we often fail to recognize the full potential that every event truly provides. In this powerful 2012 Wealth Advisor Forum session, Laura Schwartz demonstrated why it is critical to rethink your definition and approach to networking to ensure that you identify and capture eve...

Helping clients achieve important life goals by integrating the full range of their planning and financial needs is enormously complex, often requiring the efforts of numerous, highly skilled individuals working in concert. In this session, which draws on newly released FOX research, you will hear how some firms are finding ways to manage their ope...

We have all heard the daunting forecasts about how many families are expected to change advisors as wealth transfers from one generation to the next. While no advisor wants to become a statistic, many are not clear as to the right strategies or tactics for effectively connecting with and meeting the expectations of the next generation of decision m...

What does the global family wealth market look like? Where is it expanding or contracting, and where are the greatest areas of concentration and, thus, the greatest opportunities for UHNW service growth? From this 2012 Wealth Advisor Forum presentation, gain an understanding of global family wealth demographics as well as insights into how three pa...