President & CEO Drew McMorrow, MBA, CFP®, spoke at The Family Wealth Alliance Fall Forum where he led a panel discussion on differentiation and brand awareness. In a field flooded with advisors, effectively communicating a firm’s value proposition can be the key to successful growth. This panel discussion addressed how firms define and communicate their identity in the face of dynamic change and increasing competition. Panelists included Todd Eckler from Fiduciary Trust, Wally Head from Gresham Partners, and Anna Nichols from Altair Advisors.
Learn more about what makes Ballentine Partners different here.
Drew is President & CEO at Ballentine Partners and is responsible for the day-to-day management of the company. He also continues to consult with families on all aspects of their financial lives. In addition to advising on the more traditional areas of wealth management, including investment, estate, insurance, tax and philanthropic planning, Drew leverages his consulting background to help families with their direct ventures and real estate opportunities. He also has a specialized expertise in helping families build and realize a vision for their foundation, integrating its planning with the family’s values, and helping his clients generate a sense of reward and accomplishment from their philanthropy. Learn more about Drew McMorrow.
Learn more about The Family Wealth Alliance here.