Financial Services Institute 1.1 (Mobile)

Partnership: Because our future depends on it. Thats 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 todays independent broker-dealer and financial services firm executive. When partners share knowledge, best practices, innovative ideas and solution-oriented dialogue, you know youre at OneVoice.