Financialservices.org Website Review

advisorroadmap training sign up for bill bachrach’s advisorroadmap virtual training program today and receive an exclusive fsi member discount. members who sign up fsi coveredadvisor benefits program as a member of the financial services institute, you are eligible to participate in fsi coveredadvisor insurance and affinity benefits program. there are many fsi sponsors and vendors that offer products and services at discounts that could benefit you and fsi and our member firms are committed to empowering all generations toward financial freedom. to as*ist our members, we have collaborated with ourmarketing, growth & development council to create resources for preventing elder abuse fsi and its member firms are committed to the prevention elder financial abuse. fsi has created a resource center to provide fsi members with helpful calls for arbitration abusers to be barred from financial services industry our principal goal at fsi is to promote a healthier regulatory environment for independent financial services firms and their affiliated financial advisors through constructive and effective advocacy. this is done through a combination of advocacy and advocacy is not a spectator sport. it’s involvement, engagement, influence, education, and awareness. our advocacy action center includes intelligence and insight on all the issues and is designed to help you get involved with simple but effective steps. get involved. © 2018 financial services institute, inc. all rights reserved. the best fsi promotion comes from the top and our firm member ceos are key players in advisor participation. ex. one fsi firm member requires their 1100+ advisors to phone the ceo personally if they desired to opt-out of fsi membership. ceos can also send targeted communication encouraging participation in your annual financial advisor membership campaigns robust opt-out or mandatory campaign processes campaigns that make membership mandatory or employ an opt-out process