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.

Financial Advisor Membership Campaigns

Best Practices

The most successful FSI advisor membership renewal campaigns combine the following elements (click boxes for more info):

We hope these ideas are helpful. Please let us know if you would like to discuss them in more detail, and make plans to implement them at your firm.

For more information, please contact: Nicki Brown, Director of Corporate Relations & Culture at (202) 601-2500 or nicki.brown@financialservices.org