FSI

FSI Financial Advisor Summit


Date:
September 28-30, 2014
Location: Washington, D.C.

FSI just hosted the second annual Financial Advisor Summit in Washington, D.C. The Financial Advisor Summit was a truly unique advisor conference created for financial advisors, by financial advisors. FSI’s Financial Advisor Council and Task Force developed yet another great year of holistic programming. Stay tuned for dates and location for 2015.

Schedule at a Glance

This year's event has a dynamic schedule of events.Download the printable schedule at a glance.

Sunday, September 28, 2014

  • 5:00 – 6:15 p.m.: Opening General Session
  • 6:15 – 7:30 p.m.: Welcome Reception with Exhibitors

Monday, September 29, 2014

  • 6:30 – 7:30 a.m.: Morning Workout (limited space available)
  • 7:30 – 8:30 a.m.: Breakfast with Exhibitors
  • 8:30 – 9:30 a.m.: General Session
  • 9:45 a.m. – 12:00 p.m.: Concurrent Sessions, focused on the personal and business development of a Financial Advisor
  • 12:00 – 1:00 p.m.: Lunch with Exhibitors
  • 1:00 – 2:00 p.m.: Concurrent Sessions, focused on the personal and business development of Financial Advisor
  • 2:00 – 2:45 p.m.: Networking Break with Exhibitors
  • 2:45 – 3:45 p.m.: Concurrent Sessions, focused on the personal and business development of a Financial Advisor
  • 4:00 – 5:00 p.m.: General Session
  • 5:00 – 6:45 p.m.: Reception with Exhibitors

Tuesday, September 30, 2014

  • 6:30 - 7:30 a.m. : Morning Workout (limited space available)
  • 7:30 - 8:30 a.m.: Breakfast with Exhibitors
  • 8:30 - 9:30 a.m.: General Session
  • 9:45 a.m. - 12:00 p.m.: Concurrent Sessions, focused on the personal and business development of a Financial Advisor
  • 12:00 p.m.: Conference concludes

Onsite Guide

The Financial Advisor Summit agenda includes sessions on:

  • Technology trends
  • Tips and tools for increasing production
  • Succession planning
  • Health and wellness
  • Investor behavior
  • Leveraging the media to increase your visibility
  • Aging clients

View the onsite guide with a complete list of educational sessions.

    Exhibitors