OneVoice Preview

full-audienceFSI is excited to invite our broker-dealer executive members to attend OneVoice.

Thanks to our continued growth in both membership and engagement, OneVoice — FSI’s annual in-person gathering for the broker-dealer community — saw record attendance in 2013, with over 700 firm and sponsor executives attending the event in San Diego. As FSI celebrates 10 years of successful advocacy and growing our voice in Washington, D.C. and the states, we are excited to invite our broker-dealer executive members to attend OneVoice 2014: A Decade of Results, happening January 27th through the 29th at the Washington Marriott Wardman Park in Washington, D.C. And financial advisor members can also join in this year by attending the Celebration Dinner on the 28th and a Financial Advisor Discussion group the following day.

OneVoice 2014 will open with a pre-conference Leadership Development Workshop, and will feature a keynote address by dynamic business expert and renowned author John Spence, a recognized thought leader who was named CEO of an international Rockefeller foundation when he was just 26 years old and has since owned or run more than 10 companies. Mr. Spence, who now leads his own successful consulting firm, will provide a timely, focused, results-driven presentation looking at building and sustaining strong businesses and organizations, combining his personal hands-on experience with in-depth research.

OneVoice 2014 will also include breakout sessions across six tracks — CEO; Compliance; Investment Advisory Services; Marketing, Growth & Development; Operations; and Technology — featuring industry thought leaders and fellow FSI members offering tips and tools concerning a wide array of crucial topics for our members’ businesses and the future of the industry.

Discussion topics will include generational differences in client behavior; utilizing innovative management practices; growing the next generation of financial advisors; gauging client satisfaction; new developments in mobile technology, and many more.

Attendees will also have unique opportunities to network with top senior executives and CEOs from the independent financial services industry, meet product sponsors, share best practices and compare experiences with their peers throughout the event.

In addition, all of our members — including financial advisors — are invited to attend the highlight of this year’s OneVoice conference: FSI’s 10th Anniversary Celebration on Tuesday, January 28.

Along with dinner, attendees will enjoy an evening of festivities and entertainment, including a performance by Capitol Steps, a political comedy troupe that has parodied Washington newsmakers and events for over 30 years. The 10th Anniversary Celebration will be an opportunity for us to reflect on the growth of FSI, and to take pride in the numerous successes we have shared in making the voice of our industry heard in the regulatory and legislative process across the country, as well as to look forward to the upcoming year.

We look forward to seeing everyone at OneVoice 2014!


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