Financial Advisor Summit 2015 Recap

Earlier this month, FSI held our annual Financial Advisor Summit in Washington, D.C. In just its third year of existence, the Summit has evolved into one of the industry’s most unique and compelling events. Created for financial advisors, by financial advisors, the Summit provides attendees with fresh perspectives on the challenges and opportunities that are top-of-mind in our industry. This year, nearly 270 FSI members from around the country came together to meet with their peers and hear industry experts discuss a wide range of topics that impact their businesses, from succession planning to navigating today’s regulatory climate and even their own health.

Some of the highlights of this year’s Summit included:

  • A keynote speech by Chris Johnson, Founder and CEO of On Target Living. Mr. Johnson, a health and fitness expert, spoke to attendees about achieving peak performance in everything they do, from their business to their personal life, and focused on the importance of eating well, getting enough sleep and staying active.
  • Greg Valliere, Chief Global Strategist at Horizon Investments, spoke about the current economic and political environment, and offered thoughts on the 2016 presidential race.
  • The FSI Advocacy Team provided a comprehensive update on today’s regulatory landscape, including an in-depth look at the DOL fiduciary issue.

We thank all of our members who attended the Financial Advisor Summit this year, and we look forward to welcoming even more of our members to future FSI events.


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