OneVoice 2013 Preview

FSI OneVoice 2013Last year’s OneVoice conference saw a record number of attendees come together to network, learn about the challenges and opportunities facing independent financial services firms and financial advisors, and find new inspiration from their peers and conference speakers alike. OneVoice 2013 (January 28 – 30 at the San Diego Marriott Marquis & Marina) promises to be even more valuable for attendees, as leading voices from across the country discuss the current and future state of our industry.

OneVoice 2013 will address a comprehensive array of crucial issues facing broker-dealers in the coming year across six separate discussion tracks – Compliance, Investment Advisory Services, Marketing Growth and Development, Operations, Technology and the CEO track – all organized around the theme of “Reenergize … for Our Future!”

Among the many outstanding additions to the OneVoice conference in 2013 will be a new half-day leadership development workshop for member firms’ up-and-coming leaders as well as their current leaders. The optional workshop will take place prior to the beginning of the conference, and will focus on helping future and current leaders understand the demands of the modern financial services firm – both now and in the near-term future – as well as providing them with insight on the structure and processes they will need to establish in order to serve tomorrow’s clients.

The workshop will be conducted by noted author and industry visionary Brett King. Mr. King, a global thought leader in financial services and customer experience, is a sought-after expert on innovation, technology disruption, customer experience and channel distribution strategy. This exciting workshop provides another example of how FSI is working to help our members understand and prepare for the challenges and opportunities our industry faces in the years ahead.

In addition to the leadership workshop, OneVoice 2013 attendees will hear political strategist Greg Valliere speak on how the results of the November elections will impact our industry and how firms and advisors can prepare for the changes ahead. Attendees will also find discussion panels on:

  • Transforming your Business to Serve and Engage the Investor of the Future;
  • The Evolving Role of ERISA in the Independent Financial Advisor Channel;
  • Succession Planning – the “Graying” of the Advisory Business;
  • Technology Trends for 2013 – Mobile, Social and More;
  • And much more!

As Kevin Whitehead, FSI’s Vice President for Corporate Relations, said, “OneVoice presents the ideal opportunity for our members to come together and get reenergized for the year ahead as they share insights, experience and best practices on the challenges and opportunities we face as an industry. We look forward to another outstanding conference with the vibrant and growing FSI member community.”

Please visit our website at for more information on OneVoice 2013 and to register for the event. And for member firm senior executives, please make sure to register your up-and-coming and current leaders for our Pre-Conference Leadership Development Workshop.

We look forward to seeing you at OneVoice 2013!


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