Fin. Svcs. Institute @FSIwashington Twitter profile

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Fin. Svcs. Institute

@FSIwashington

5 years

Our Arizona members met with @SenMcSallyAZ to discuss regulatory issues facing the independent financial services industry. #FSIHillDay19

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Fin. Svcs. Institute

@FSIwashington

8 years

Panelists discuss #fintech and robo-advisor trends during the CEO and Marketing, Growth & Development session at #OneVoice17 .

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Fin. Svcs. Institute

@FSIwashington

5 years

We are wrapping up the Advancing Women in Leadership Workshop with a fireside chat btw Colleen Bell, SVP, Chief Fiduciary Services Officer, @CambridgeIBD & Kelly Lannan, VP, Young Investors, @Fidelity about implementing #Diversity & #Inclusion strategies #FSIForum19 #FSIHillDay19

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Fin. Svcs. Institute

@FSIwashington

2 years

The rule proposed by @USDOL on #independentcontractor classification could change the personal, trusted connection between an independent financial advisor and their client. @WHD_DOL #IndependentFinancialAdvisor   #IChooseIndependence

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Fin. Svcs. Institute

@FSIwashington

2 years

As the organization representing independent financial advisors and independent financial services firms, in a comment letter to @USDOL FSI expressed serious concerns about the proposed independent contractor classification rule.

FSI Submits Comment Letter on DOL’s Proposed Independent Contractor Worker Classification Rule

FSI submitted a comment letter to the Department of Labor (DOL) regarding the Department’s proposed independent contractor classification rule.

financialservices.org

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Fin. Svcs. Institute

@FSIwashington

4 years

Broad Alliance of Financial Services and Public Interest Groups File Petition for Rulemaking Challenging SEC’s Unlawful Regulation by Enforcement #RegsWithoutRules @AmerSecurities @ceidotorg @NCLAlegal @gibsondunn

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Fin. Svcs. Institute

@FSIwashington

7 years

Marketing, Growth & Development panel addresses the future of marketing and branding as the client experience #OneVoice18 w/ @ProsperaFinSvcs @1stGlobal @JeffVivacqua @CambridgeIBD @Broadridge

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Fin. Svcs. Institute

@FSIwashington

6 years

Business Development and Strategic Planning is the marketing topic of discussion for Joe Barragan from @CeteraFinancial , Ryan George from @1stGlobal , Joe Kuo from @HavenTowerGroup , Jeff Vivacqua from @CambridgeIBD , and Gregg Johnson from @SecuritiesAm #OneVoice19

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Fin. Svcs. Institute

@FSIwashington

7 years

Large attendance for the joint CEO and Marketing, Growth & Development panel as they weigh in on the hybrid RIA model #OneVoice18 w/ @Fidelity @Pershing @TriadAdvisors @privateADVgroup

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Fin. Svcs. Institute

@FSIwashington

7 years

#OneVoice18 second general session features a firm CEO panel discussing strategies for growth and success w/ @CeteraFinancial @kestrafinancial @CommonwealthBD & @1stGlobal

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Fin. Svcs. Institute

@FSIwashington

8 years

A big thank you to our Premier sponsors for their support and dedication to FSI: @AmericanFunds @BrinkerCapital @ENVintel #OneVoice17

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Fin. Svcs. Institute

@FSIwashington

6 years

Our CEO track is focused on a discussion about Leveraging Clearing Firms/Vendors/Sponsors with expert panelists including Michelle Barry from @HBeckInc , Noreen Beaman from @BrinkerCapital , Carolyn Clancy from @Fidelity , and Michael Row from @Pershing #OneVoice19

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Fin. Svcs. Institute

@FSIwashington

7 years

Our CEO panel is underway. Best insights & an annual must-attend session! Cetera’s @RJMGLENLAKE kicking it off along with @1stGlobalDavidK @JamesPoer & Commonwealth’s John Rooney #OneVoice18

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Fin. Svcs. Institute

@FSIwashington

5 years

Congratulations to @amywebber7 , @AdvisorGroupBDs 's Valerie Brown, @1stGlobalDavidK and @SecuritiesAm 's Jim Nagengast for being elected by their peers to this year's @ThinkAdvisor 's #IA25 !

2019 IA25 Independent Broker-Dealer Winners | ThinkAdvisor

Here are this year's top vote getters in the independent broker-dealer field.

www.thinkadvisor.com

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Fin. Svcs. Institute

@FSIwashington

9 years

Protect your choice on how to save for #retirement by telling Congress #MySavingsMyChoice http://t.co/CxOk5ur17a http://t.co/cpnvieRGOU

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Fin. Svcs. Institute

@FSIwashington

8 years

Kicking of #fsiforum16 with conference chair @1stGlobalDavidK talking everything DOL #Fiduciary Rule

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Fin. Svcs. Institute

@FSIwashington

5 years

The Firm Executive Panel is underway! Richard Bryant with Capital Investment Brokerage, Seth Miller with @CambridgeIBD , Mark Quinn with @CeteraFinancial , Jeff Rosenthal with @TriadAdvisors are discussing tactics to make your staff effective advocates #FSIForum19 #FSIHillDay19

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Fin. Svcs. Institute

@FSIwashington

8 years

We are grateful for the support and participation of our Ambassador Sponsors: @Broadridge @Fidelity4BD_RIA @Pershing #OneVoice17

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Fin. Svcs. Institute

@FSIwashington

8 years

Full house for the final compliance track session on the #fiduciaryrule & the BIC exemption at #OneVoice17 .

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Fin. Svcs. Institute

@FSIwashington

5 years

The Advancing Women in Leadership Workshop, spons. by @Fidelity , has began! @SHRMEmily with @SHRM , Colleen Bell with @CambridgeIBD , April Booth with @TAGAdvisorsUS & Kelly Lannan with @Fidelity are speaking about the importance of #Diversity #Inclusion #FSIForum19 #FSIHillDay19

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Fin. Svcs. Institute

@FSIwashington

4 years

Independent #financialadvisors CHOOSE to become #independentcontractors , to better serve their clients and grow their own businesses. Contact your Representative now about protecting #smallbusiness under the #PROAct .

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Fin. Svcs. Institute

@FSIwashington

7 years

Packed house for our Capitol Hill Day training. Tomorrow we advocate for clients' access to quality financial advice

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Fin. Svcs. Institute

@FSIwashington

7 years

Learning how to reach our true potential with the 5 Second Rule from, author and award-winning host on CNN, @melrobbins #OneVoice18

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Fin. Svcs. Institute

@FSIwashington

5 years

Our first speaker, @SHRMEmily Corp. Secretary and Chief of Staff for the Office of the President and CEO of @SHRM discusses the importance of male mentors in the work place and best practices for work place behavior. #FSIForum19 #FSIHillDay19

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Fin. Svcs. Institute

@FSIwashington

6 years

Our President & CEO, Dale Brown, addresses the audience during the opening general session #OneVoice19

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Fin. Svcs. Institute

@FSIwashington

7 years

Great hearing from and hanging out with @melrobbins at #OneVoice18

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Fin. Svcs. Institute

@FSIwashington

8 years

Kicking off #OneVoice17 at the Advancing Women in Leadership Luncheon. Thanks to @Broadridge & @Fidelity4BD_RIA for sponsoring the workshop!

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Fin. Svcs. Institute

@FSIwashington

7 years

Financial advisors thinking of buying or selling a practice, here’s a free resource from our partners @truelytics1

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Fin. Svcs. Institute

@FSIwashington

10 years

We're in San Antonio, getting ready for #onevoice15 ! Can't wait to see everyone tomorrow! RT if you'll be here!

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Fin. Svcs. Institute

@FSIwashington

3 years

“There have been huge changes” over the last year “and priorities are different now,” said @abusch at the Opening General Session of #OneVoice2021 . “That will continue into 2022 and beyond.”

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Fin. Svcs. Institute

@FSIwashington

7 years

Packed room for the #onevoice18 Marketing, Growth & Development panel w/ @AdvisorGroupBDs @HavenTowerGroup @Broadridge & @kestrafinancial

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Fin. Svcs. Institute

@FSIwashington

8 years

How advisors can make the most of social media: via @wealth_mgmt

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Fin. Svcs. Institute

@FSIwashington

5 years

The SEC has moved the goalposts on #financialservices firms & advisors and needs to take a time out! Watch this short video & take action! #RegsWithoutRules

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Fin. Svcs. Institute

@FSIwashington

6 years

FSI’s Board of Directors on the Speaker’s Balcony during #FSIhillday18

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Fin. Svcs. Institute

@FSIwashington

3 years

Today our members connected with @ChuckGrassley in a #TownHall meeting co-hosted with @sfg_companies .

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Fin. Svcs. Institute

@FSIwashington

7 years

Ops & Tech panel discusses the benefits and risks associated with cloud adoption #OneVoice18 w/ @goAgosto @Microsoft @Broadridge & @1stGlobal

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Fin. Svcs. Institute

@FSIwashington

6 years

Our closing general session speaker @bencasnocha takes the stage to discuss How to Manage Talent in the Networked Age #OneVoice19

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Fin. Svcs. Institute

@FSIwashington

7 years

How to make weekly team meetings worthwhile via @finplan

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Fin. Svcs. Institute

@FSIwashington

6 years

State securities regulators press for cybersecurity rule via @MarkSchoeff & @newsfromIN

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Fin. Svcs. Institute

@FSIwashington

5 years

Our second speaker, April Booth, COO of @TAGAdvisorsUS discusses strategies for making the industry more #diverse , bridging the gap between younger generations and making the financial advisor profession more appealing. #FSIForum19 #FSIHillDay19

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Fin. Svcs. Institute

@FSIwashington

8 years

. @FSIDaleBrown discusses important regulatory developments for 2017 with FINRA's Robert Cook during the #OneVoice17 opening General Session.

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Fin. Svcs. Institute

@FSIwashington

4 years

Congratulations to Summer Pretzer of Cetera Advisor Networks ( @CeteraFinancial ) on receiving the Stephen R. Kareta Excellence in Advocacy Award! Thank you for your commitment to advancing the industry’s advocacy priorities.

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Fin. Svcs. Institute

@FSIwashington

11 years

FINRA Recalls BrokerCheck #SocialMedia Proposal http://t.co/ALom0ZXA7y via @finplan #financialadvisor #financialservices

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Fin. Svcs. Institute

@FSIwashington

8 years

Did you know that 1 in 6 independent advisors are veterans? Learn more from our recent Economic Impact Study:

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Fin. Svcs. Institute

@FSIwashington

3 years

Live from "Resetting Employee Experience" at #OneVoice2022 : Diversity, equity and inclusion are "about business sustainability," says @trudybourgeois . "Build meaningful strategies that give you a competitive edge," particularly as an employer brand.

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Fin. Svcs. Institute

@FSIwashington

9 years

It should an investor's choice where they receive financial advice. Tell Congress #MySavingsMyChoice

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Fin. Svcs. Institute

@FSIwashington

8 years

Our legal challenge to the DOL: Making our voices heard in court via @newsfromIN @fsidalebrown

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Fin. Svcs. Institute

@FSIwashington

6 years

Take a look at trends and options in RIA structures at #OneVoice19 ! Expert panelists from @TriadAdvisors @KMSFinancial @Pershing @1stGlobal will discuss distinctions between corporate and independent RIA choices, regulatory insights & more! Register now

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Fin. Svcs. Institute

@FSIwashington

6 years

Join us at #OneVoice19 and attend a marketing session about leveraging apps and software tools for marketing efficiency, featuring expert panelists from @ProtectiveLife @FMGSuite @Broadridge @CambridgeIBD @Pershing Register now to secure your spot!

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Fin. Svcs. Institute

@FSIwashington

5 years

FSI President & CEO @FSIDaleBrown address a packed general session at #OneVoice2020 looking at the accomplishments of our industry since FSI began 16 years ago.

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Fin. Svcs. Institute

@FSIwashington

5 years

5 new Directors have been elected to the FSI Board of Directors: Christine Byrne, Doug Ketterer, Jodi Perry, Thomas Santucci & Evamarie Schoenborn

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Fin. Svcs. Institute

@FSIwashington

6 years

@RepAnnWagner giving her annual speech to close out our busy day of advocating for the independent financial services industry on Capitol Hill #FSIHillDay18

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Fin. Svcs. Institute

@FSIwashington

8 years

Final CEO session at #OneVoice17 on portfolio manager programs. A special thanks to @FolioDx for sponsoring this informative track!

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Fin. Svcs. Institute

@FSIwashington

4 years

Today we honor the Main Street American workers reaching for their financial dreams. We’re proud to keep working to ensure Americans have access to the affordable, professional financial advice that helps make those dreams a reality. Happy Labor Day!

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Fin. Svcs. Institute

@FSIwashington

6 years

Check out @AssetTVUS 's Broker-Dealer MASTERCLASS: State of the Industry, featuring our President & CEO, @FSIDaleBrown , and the FSI Board Vice Chair, @1stGlobalDavidK

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Fin. Svcs. Institute

@FSIwashington

5 years

Our EVP and General Counsel, @FSIDaveBellaire , gives his testimony before the New Jersey Bureau of Securities on the state’s proposed fiduciary rule. #fiduciary #NewJersey #FSI

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Fin. Svcs. Institute

@FSIwashington

8 years

White House press corps vet @AnnCompton examines what lies ahead in the new administration during the #OneVoice17 closing general session.

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Fin. Svcs. Institute

@FSIwashington

5 years

Our board of directors spent the day on #CapitolHill meeting with lawmakers to discuss issues impacting the independent financial services industry. Took a break to enjoy the weather on the Speaker’s Balcony.

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Fin. Svcs. Institute

@FSIwashington

8 years

Thank you to all of our attendees and sponsors for making #OneVoice17 a success!

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Fin. Svcs. Institute

@FSIwashington

6 years

Happening Now: The Succession Planning Workshop at #FSIForum18 where expert panelists share various approaches to mergers and succession planning, featuring @Wipfli_LLP Paul Lally, @HarmanWealth Sam Johnson, @LiveOakBank John Turner and @EchelonPartner Carolyn Armitage

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Fin. Svcs. Institute

@FSIwashington

9 years

Don't let DOL make saving for #retirement even harder. It's #MySavingsMyChoice http://t.co/CxOk5ur17a http://t.co/heLvDKlKvl

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Fin. Svcs. Institute

@FSIwashington

8 years

Great #OneVoice17 panel on engaging a practice coach w/ @tonylaj @SecuritiesAm @NEXTFinancial

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Fin. Svcs. Institute

@FSIwashington

3 years

Prepare your firm for the year ahead and explore how the independent financial services industry can emerge stronger than ever from this time of transformation. You can still register for #OneVoice2022 at

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Fin. Svcs. Institute

@FSIwashington

3 years

Congratulations, Mark Quinn of the Cetera Financial Group, recipient of the Stephen R. Kareta Excellence in Advocacy Award. Thank you for your work advancing issues affecting independent financial services firms and advisors.

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Fin. Svcs. Institute

@FSIwashington

7 years

Record-breaking attendance! #OneVoice18

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Fin. Svcs. Institute

@FSIwashington

2 years

We’re excited @SharonDMcCloud will lead this year’s Advancing Women in Leadership Workshop at #OneVoice2023 ! She’ll detail key elements of executive presence in “Have a Voice, Not Merely a Seat at the Table.” Save your seat for this dynamic presentation at

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Fin. Svcs. Institute

@FSIwashington

6 years

Our first ever all-women panel of firm leaders general discussion featuring Valerie Brown from @AdvisorGroupBDs , Jodi Perry from @RaymondJames , Evamarie Schoenborn from @NMFinancial , and Mimi Bock from @CeteraFinancial is about to begin! #OneVoice19

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Fin. Svcs. Institute

@FSIwashington

6 years

Securities America’s Jim Nagengast Elected to FINRA Board of Governors

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Fin. Svcs. Institute

@FSIwashington

6 years

Today, we have officially endorsed @SecuritiesAm CEO & President, Jim Nagengast, for the FINRA Large Firm Board seat! Read more:

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Fin. Svcs. Institute

@FSIwashington

7 years

We’re breaking records for financial services firm executives coming to #OneVoice18 ! Don’t be the only one not there. Register for the industry’s official kick off event today!

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Fin. Svcs. Institute

@FSIwashington

9 years

How could DOL's #fiduciary rule impact your choice of #retirement savings? We have info you need in our new study: http://t.co/Qfbi5QGl7h

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Fin. Svcs. Institute

@FSIwashington

7 years

There is a major disruption on the horizon with the DOL #fiduciaryrule . Get ready to thrive in this new reality!

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Fin. Svcs. Institute

@FSIwashington

3 years

What a week it was at #OneVoice2022 ! Already looking forward to next year.

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Fin. Svcs. Institute

@FSIwashington

6 years

The final day of #OneVoice19 is underway and our small group discussions have just started!

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Fin. Svcs. Institute

@FSIwashington

6 years

Compliance expert discusses exceptions to FINRA's $100 gift limit via @finplan

Can a pricey bar mitzvah gift break FINRA’s compliance rules?

Be careful when giving gifts over $100 in value.

www.financial-planning.com

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Fin. Svcs. Institute

@FSIwashington

10 years

Many FAs are leaving money on the table by not investing in an automated CRM system: http://t.co/Va7NVPKsYm

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Fin. Svcs. Institute

@FSIwashington

6 years

Thank you to all of our attendees, sponsors, speakers and everyone for helping us make #FSIForum18 a success!

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Fin. Svcs. Institute

@FSIwashington

8 years

Study: Faster student-debt repayment hurts #retirement savings via @ThinkAdvisor

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Fin. Svcs. Institute

@FSIwashington

9 years

. @Vanguard_Group says DOL rule would “freeze communication between some investors & their brokers. That’s #unworkable http://t.co/Zp2CblYE6V

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Fin. Svcs. Institute

@FSIwashington

7 years

2% Increase for Social Security Benefits Coming in 2018 via @MBFretirepro & @newsfromIN

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Fin. Svcs. Institute

@FSIwashington

7 years

A big thank you to all of our members who attended Capitol Hill Day yesterday! Your efforts on the Hill truly make a difference. #FSIhillday

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Fin. Svcs. Institute

@FSIwashington

2 years

We discussed our ongoing opposition to the proposed @USDOL rule on independent contractor classification with @ThinkAdvisor this week.

FSI Chief Vows to Keep Fighting DOL Indie Contractor Rule | ThinkAdvisor

FSI is also bracing for Labor to release a new fiduciary rule this year.

www.thinkadvisor.com

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Fin. Svcs. Institute

@FSIwashington

6 years

VICTORY: Today, the 5th Circuit Court of Appeals issued its decision on the challenge of the Department of Labor’s fiduciary rule, filed by us and four like-minded trade associations on June 1, 2016. Click here to read more

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Fin. Svcs. Institute

@FSIwashington

8 years

Lots of interest around earned & social media at #OneVoice17 @CommonwealthBD @HavenTowerGroup @Broadridge

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Fin. Svcs. Institute

@FSIwashington

7 years

Our Supervision panel weighs in on the challenges created by working in remote locations #OneVoice18 w/ @AdvisorGroupBDs @Greensfelder @CeteraFinancial @SignatorBD

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Fin. Svcs. Institute

@FSIwashington

8 years

Giving the right guidance to angel investor clients: via @finplan

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3

Fin. Svcs. Institute

@FSIwashington

9 years

Is DOL's new #fiduciary rule right for everyone? Learn more on why it's just #unworkable : http://t.co/VM7I0JJwsF

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Fin. Svcs. Institute

@FSIwashington

2 years

#NationalSavingsDay reminds us it’s important to have a plan for saving, whether it’s for retirement, a house, travel or your children’s education. One way to ensure you’re on track is by working with an independent financial advisor. See our resources at

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Fin. Svcs. Institute

@FSIwashington

6 years

Our opening general session speaker @JayShettyIW takes the stage to discuss “Inside the Mind of Innovators” #OneVoice19

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Fin. Svcs. Institute

@FSIwashington

6 years

Our afternoon sessions have begun! The Marketing, Growth & Development track is discussing how to Leverage Apps and Software Tools for Marketing Efficiency w/panelists from @ProtectiveLife @FMGSuite @Broadridge @CambridgeIBD @Pershing #OneVoice19

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Fin. Svcs. Institute

@FSIwashington

9 years

Investors working w/advisors replace 80% of income in retirement; those who don't only replace 56%: http://t.co/6rbIm11Pc1

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Fin. Svcs. Institute

@FSIwashington

9 years

Why is DOL's #fiduciary proposal unworkable? Check out our reasons here: http://t.co/Y88kXzxfPx http://t.co/MvmXXC6cPw

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Fin. Svcs. Institute

@FSIwashington

3 years

Join us for a May 5 webinar on #digitalmarketing that can generate new client leads and boost website traffic. Samantha Russell of @FMGSuite details how independent financial advisors pursue referral strategies to grow business. Register at

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Fin. Svcs. Institute

@FSIwashington

7 years

7 Non-Investment Topics Advisors Should Raise via @wealth_mgmt

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Fin. Svcs. Institute

@FSIwashington

6 years

The leadership panel is discussing and reflecting on the pivotal moments in the beginning of their careers #OneVoice19

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Fin. Svcs. Institute

@FSIwashington

9 years

Congress is back in session. Tell your legislators why DOL's #fiduciary rule is unworkable: http://t.co/CxOk5ur17a

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Fin. Svcs. Institute

@FSIwashington

5 years

Mixing, mingling and chatting with exhibitors at our Opening Reception, sponsored by @WSJ . #OneVoice2020

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Fin. Svcs. Institute

@FSIwashington

7 years

FSI'a @FSIDaleBrown speaking on the regulatory landscape at the @CeteraFinancial Specialists conference today

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Fin. Svcs. Institute

@FSIwashington

3 years

FSI members are eligible for discounts on @RedtailCRM , a paperless and compliant cloud-based CRM tailored to financial advisors. Learn more at

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Fin. Svcs. Institute

@FSIwashington

3 years

Let’s go #ForwardTogether ! @abusch breaks down the changing landscape in politics and policy, and @lazettabraxton points the way to diversity and inclusion in financial services. Learn more about #OneVoice2021 programming and register at

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