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Financial Services Institute

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“Partnership: Because our future depends on it.” That’s the theme of the FSI 2012 OneVoice Broker-Dealer Conference in Orlando – the one conference you cannot afford to miss.

The CEO as risk manager. The new discussion with clients on suitability. The increasingly competitive marketplace requiring a holistic wealth management approach for financial advice. The FINRA audit – from an operational perspective. The “cloud” and whether your CRM and portfolio management should be in it. The way to capitalize on the fiduciary movement. And 18 other must-know points of leadership for the world of today’s independent broker-dealer and financial services firm executive. When partners share knowledge, best practices, innovative ideas and solution-oriented dialogue, you know you’re at OneVoice.