FSI Adds Nearly 100 New Coastal Financial Advisor Members
In yet another strong show of support for the Financial Services Institute (FSI), Coastal announced that their nearly 100 independent financial advisors are now new FSI financial advisor members. The financial advisors’ first-year membership is offered on a complimentary basis by the firm.
Dale Brown, FSI’s President & CEO, said: “Everything we do is aimed at increasing our advocacy success. Regulators and lawmakers pay attention when our members, their constituents, are engaged in the policy making process. Once again, our collective voice is growing stronger and more influential. The momentum our members are creating speaks loudly that every independent financial advisor should join the fight to protect their business by becoming an FSI member.”
Coastal President Charles Reiling said: “Coastal is pleased to engage our financial advisors in FSI membership. Now more than ever, we need FSI’s representation to ensure that all individuals have access to competent and affordable financial advice, products and services. FSI’s advocacy provides our advisors a strong and effective voice to create a healthier, more business-friendly regulatory environment.”
In addition to advocacy, FSI financial advisor members receive: access to analyses of regulatory and legislative proposals; an Advocacy Action Center and all-in-one mobile app to easily communicate with legislators and regulators and keep up with industry news; opportunities to visit Capitol Hill and educate lawmakers; access to FSI’s events and exclusive FSI publications and communications.
Members also now have access to two tools to help them sell the value of independence to prospective clients in order to grow their businesses. A 60-second video and corresponding infographic can be downloaded for free at financialservices.org/store. Both tools have received review letters from FINRA and are client-ready.
About the Financial Services Institute (FSI): The Financial Services Institute (FSI) is the only organization advocating solely on behalf of independent financial advisors and independent financial services firms. Since 2004, through advocacy, education and public awareness, FSI has successfully promoted a more responsible regulatory environment for more than 100 independent financial services firm members and their 160,000+ affiliated financial advisors – which comprise over 60% of all producing registered representatives. We effect change through involvement in FINRA governance as well as constructive engagement in the regulatory and legislative processes, working to create a healthier regulatory environment for our members so they can provide affordable, objective advice to hard-working Main Street Americans. For more information, please visit financialservices.org.
About Coastal: Coastal Equities, Inc. (Coastal) is an independent broker-dealer located in Wilmington, Delaware. Our goal is to become the firm of choice for independent advisors and their clients. Achieving this goal means that we will have done our job – we will have helped them meet their life goals to the highest standard. Our mission is to build life-long client relationships from a foundation of personal service, trust and an emphasis on absolute returns on investments. For more information, please visit coastal-one.com.
FSI and Broadridge Launch New Video Guide to Help Advisors Better Explain Form CRS to Investors
The Guide can also help facilitate more in-depth and meaningful discussions between advisors and clients Today, the Financial Services Institute […]Read More
FSI Announces 2023 Board of Directors & Executive Committee Members
The Financial Services Institute (FSI) today announced today that it has added five Directors to its Board. The new members […]Read More
FSI Announces Findings of Study Examining Impact of the Department of Labor’s Independent Contractor Rule Proposal
Oxford Economics finds Main Street investors could lose access to financial advice and services due to advisor retirements and inflated […]Read More