The VIP Forum^®

At the VIP Forum (VIP), we recognize that the heads of wealth management face a common set of challenges that are costly to resolve. We also realize there’s no need for you to “reinvent the wheel” or spend time learning from trial and error because these challenges have already been met successfully by your peers. Drawing from our research on best demonstrated industry practices, the VIP Forum presents data, tools, and events to help you learn from the successes of your peers. And with our advisory services, you can quickly identify ways to adapt solutions that work for you…the first time.  » Member Log-In

What Does an Annual Membership Entail?

Tailor your purchase for the advisory services and products that meet your specific needs.

Executive Advisor

With Executive Advisor, we will meet your needs faster and address your most pressing challenges more effectively. You can expect the following:

• Time carved out for you—We dedicate time to support your most pressing challenges and decisions.
• Answers from the experts—Access our most senior industry experts.
• Onsite visit—We will visit your office to lead a brainstorming session or presentation for you and your team.

Executive Circle

The Executive Circle includes the most exclusive network of practitioners in the world. You can expect the following:

• Exclusive membership—Comprised only of individually invited heads of functions, limited to 50 participants globally
• Meetings—Will focus on the most important business issue at that point in time, as selected by the members
• Networking—Meetings will be built around member interaction, with members working together to develop solutions and action plans to mutually identified issues

Insights

Insights provides your team with access to cutting-edge analysis, best practices, and diagnostic tools to address your most pressing business challenges effectively. You can expect the following:

• Provocative insight—Published reports addressing the core challenges wealth management executives face
• Implementation support—Webinars, decision tools and financial services best practices to drive initiative design
  and execution
• Business focused reports—More consumable, concise, timely, and impactful presentations