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CHICAGO, July 20, 2017 -- Family Office Exchange (FOX), a global membership community of enterprise families and their key advisors, will be offering a public webinar on The State of the Ultra-High Wealth Advisory Industry on August 3, 2017, at 1:00pm CDT. Observations and trends around managing revenue and expense growth in the wealth advisor industry will be examined.
“In a departure from what we’ve seen the past, revenue growth last year did not keep pace with asset growth,” says David Toth, director of advisor research at FOX. “While assets under management grew 6%, revenue was only up 4%.”
The program will cover key trends, identify challenges, and discuss strategies for achieving sustainable growth in the market today. Mr. Toth, along with Karen Rush, FOX director of membership, will draw upon FOX research and analysis as they address issues and identify opportunities. Topics include:
- Health of the Ultra-Wealth Business
- Balancing the Price and Value Dynamics
- Significant changes in the Marketing Mix
- Linking the Client and Employee Experience
"In looking at price and value, traditional pricing approaches are too blunt to remain fully intact,” says Mr. Toth. “It’s necessary for advisors to consider how their pricing strategy is working, and how it is connected to value-increasing transparency.”
“The client experience is another important aspect to consider,” adds Ms. Rush. “We will discuss how advisors are harnessing digital marketing and client experience strategies to grow and secure client relationships."
Note, there is no charge to attend this FOX Public Webinar. Information on how to register can be found at http://lp.familyoffice.com/Public-Webinar-08-2017.html
About Family Office Exchange:
To learn more about Family Office Exchange (FOX), please email us at [email protected] or visit www.familyoffice.com/media-kit
Media contact Marvin Pollack [email protected] 1-312-327-1200
