FSI Hosts Second Annual Financial Advisor Summit

Last week, FSI held our second annual Financial Advisor Summit in Washington, D.C. In just two years, the Summit has become a can’t-miss event, with nearly 400 FSI members from around the country coming together to discuss the crucial issues that are impacting their businesses and hear from their peers and industry experts on topics ranging from hiring and retaining top talent to navigating today’s regulatory climate.

Highlights included:

  • Keynote speech by Tim Sanders, a former Yahoo! executive and best-selling author, on how organizations can excel by strengthening emotional connections within their culture and client interactions;
  • Comprehensive update of the regulatory environment from key members of the FSI Advocacy Team, including Executive VP and General Counsel David Bellaire, Vice President of Legislative Affairs Robert Lewis, and Vice President of Regulatory Affairs Robin Traxler;
  • An in-depth and candid interview between FSI President and CEO Dale Brown and FINRA Executive Vice President of Regulatory Operations Susan Axelrod, after which FSI advisor members were able to have questions answered directly by Ms. Axelrod; and
  • An interactive, dedicated Succession Planning Track, which covered everything from practice valuation to mergers and acquisitions, deal structures and plan implementation in tactical, actionable detail.

We thank all of our members who attended the FA Summit this year, and we look forward to seeing even more of you in 2015.

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