• Advisor Briefing

    FSI members are invited to attend our quarterly Advisor Briefings. These conference calls are designed for financial advisor members, to keep them informed on the hot, “need to know” topics in the industry. In 2010, calls are scheduled on: January 20, April 20, July 20, October 20; 4:00pmET.

    Click here to e-mail us with questions you'd like to be considered for the next Advisor Briefing.


    Archives

    July 20, 2010
    FSI Advisor Briefing
    ListenNow /  Download  - 34min 00sec

    This quarterly Advisor Briefing was joined by FSI Chair, Mari Buechner,  and FSI president & CEO, Dale Brown, and provides updates and offers perspective on the impact of financial regulatory reform and possible changes to 12b-1 fees.


     

    April 20, 2010
    FSI Advisor Briefing
    ListenNow / Download - 34min 57sec

     This quarterly Advisor Briefing provides updates on two priority issues facing financial advisors today: regulatory reform and possible changes to 12b-1 fees. It also includes a look at both the "people and the process" involved in FSI advocacy efforts. 



    January 20, 2010
    FSI Advisor Briefing
    ListenNow / Download - 30min 13sec

    This first quarterly Advisor Briefing highlights two priority issues facing financial advisors today: regulatory reform and possible changes to 12b-1 fees. 



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    Who to Contact 

    If you have any inquiries or questions regarding FSI membership, please contact:

    Member Services
    888 373-1840
    e-mail Member Services