We are now enrolling individual advisors in our major medical insurance plans, with savings up to 50% versus the open market, including HSA-eligible plans. Available in ALL 50 STATES. Visit AdvisorHealthPlan.org for INSTANT rates.

FSI Annual Kickoff

Date: February 01 - 03, 2021

The FSI Annual Kickoff was re-created for 2021 as a special members-only event. If you weren’t available for the live event, now you can view the recording of these short, inspiring sessions anytime, anyplace. 


Monday, Feb. 1

1:00 p.m. – 2:00 p.m. EST

(open to all FSI Members)

FSI Update: Looking Ahead at 2021

Dale Brown

President & CEO
Financial Services Institute

What’s Ahead for 2021: Stop Doomscrolling and Consider the Data
After one of the most challenging years in memory, take a look at the indicators of opportunity ahead. Continued uncertainty and changing public policy may signal threats, but there are also signs of rebound and growth.

Dale Brown, President & CEO, Financial Services Institute and Andrew Busch, former Chief Market Intelligence Officer for the Commodities and Futures Trading Commission (CFTC), discuss how the new Administration will impact FSI members’ businesses, including where the economy, business climate, and job market are headed.

Andrew Busch

Former Chief Market Intelligence Officer

Dale Brown

President & CEO
Financial Services Institute

Tuesday, Feb. 2

1:00 p.m. – 2:00 p.m. EST

(open to all FSI Members; closed to media)

Welcoming This New Year: Opportunities for Independent Financial Services
James Poer, CEO, Kestra Financial and Chair, FSI Board of Directors, extends greetings and an invitation to stay engaged with FSI as we navigate a changed world.

James Poer

Kestra Financial; 2021 FSI Board Chair

2021 FSI Advocacy Priorities
FSI’s advocacy efforts rely on your time and effort, so our leadership and Board have carefully considered where to focus.  During this session, the FSI Advocacy Team will outline key initiatives at the federal and state levels to protect your clients’ access to your advice, products, and services.


Robin Traxler

Senior VP, Policy & Deputy General Counsel
Financial Services Institute


Dan Barry

Director, State Legislative Affairs
Financial Services Institute

Renee Barnett

Director, Federal Regulatory Affairs & Senior Counsel
Financial Services Institute

Matt Landers

Director of Political Engagement
Financial Services Institute

Hanna Y. Laver

Director of Legislative Affairs & Senior Counsel
Financial Services Institute