The Financial Services Institute today unveiled a brand new website and social network aimed at increasing its online advocacy prowess and helping its independent financial advisor members grow their businesses. The new tools, which were at rolled out at FSI’s first-ever Financial Advisor Summit in Washington, D.C., will also help members advocate on behalf of the hard-working, Main Street American clients they serve.
“Our members understand the value of advocacy and our fight for a healthier, more business friendly regulatory environment. These new member benefits we are unveiling today will further enhance the value of advocacy and help them grow their businesses,” explains FSI’s President and CEO Dale Brown. “This helps busy members keep up to date on news surrounding the industry, regulation, legislation, practice management and more.”
One of the new tools is called FSI Social. This new tool offers members a social network that surpasses the offerings of other platforms such as LinkedIn and Facebook. “FSI Social will provide a secure virtual environment for our members to collaborate, share best practices and continue to improve compliance throughout the industry,” said Brown. “And our Newsbrief email will now come out daily … This helps busy members keep up to date on news surrounding the industry, regulation, legislation, practice management and more.”
FSI also unveiled two new tools that will help our financial advisor members retain their current clients and attract new clients.
A one-minute video (View on YouTube or download here) and a corresponding one-page infographic are now available for FSI members to download for free. These tools help advisors explain the value of independence to clients and prospective clients. The tools are client ready, having already been reviewed by FINRA. The video can be embedded on a website or emailed to clients or prospective clients. The infographic can also go on the website or emailed, or printed and placed on a lobby coffee table to act as a conversation starter.
Along with these tools, FSI also gave a sneak peak at their new all-in-one member mobile app that will allow their members to advocate on the go, get industry news and use as an on-site conference app. FSI said they will be releasing the new app for download in about a month.