FSI OneVoice Panel

02.09.2017

AC-at-ONEVoice.jpgBerthel Fisher Companies Senior Vice President Andy Christofferson was recently featured on a professional panel at the Financial Services Institute (FSI) 2017 ONEVoice national conference. Mr. Christofferson joined forces with other industry professionals to discuss the role of due diligence within the independent financial services industry.  Andy discussed product and due 

diligence best practices for Berthel Fisher and its two independent broker-dealers Berthel Fisher & Company Financial Services, Inc., and Securities Management & Research, Inc.

OneVoice is the largest gathering of CEOs and senior executives in the independent financial services industry. FSI hosts this annual conference to provide education and networking for senior executives in the financial space.


 

By Berthel Fisher News

Berthel Fisher Companies is not your average financial services firm. We offer a diverse product mix that will support your business no matter your area of expertise. Advisors will get easy access to executives and outstanding support and technology platforms. Check out the rest of our website or subscribe to our blog to learn more.