A course in best practices for advisors who want to serve, or are serving, wealthy families will be held in September by the Family Office Exchange (FOX).
FOX, which includes 6,000 private investors and wealthy families, promotes best practices and networking in the wealthy community.
The FOX Wealth Advisor Master Class will be held Sept. 12 through 14 in New York City and is open to FOX members and others.
"The program will not only cover best practices, but important business considerations such as marketing strategies, process management and how to assembly the right talent for your team," says Charles Grace, FOX senior consultant.
"Many advisors want to serve the ultra-high net worth market," says Sara Hamilton, FOX founder and CEO. "This course is designed to help sophisticated advisors raise their practice to best in class. It will be useful for firm principals as they continue to build their businesses. It will also serve as excellent training for a firm's client representatives in that it prepares them to better attract and serve this elite clientele."
The course will cover the challenges of top-tier wealth owners, developing an integrated service delivery model, business strategy and process management, sales and marketing strategies, talent and team structures and pricing and profitability.
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