Wealth advisors who aspire to serve the ultra-affluent family market are increasingly demanding best practices to ensure they are best in their profession as they approach elite clientele, according to Family Office Exchange.
In response, FOX will offer a Wealth Advisor Master Class in New York, Sept. 12–14, to help advisors strengthen their delivery of the kinds of integrated services wealth owners require.
In a statement last week, FOX said the course would cover these issues:
"The program will not only cover best practices but important business considerations such as marketing strategies, process management and how to assemble the right talent for your team," FOX Senior Consultant Charles Grace said in the statement.
FOX said membership in the organization is not required to attend the class; FOX members, however, will receive a discounted rate.
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