CEO Today Global Awards 2025 - 22 - - USA - Now that you’ve consolidated these organizations, have you seen a tangible increase in your influence? Absolutely. We’ve doubled our membership in the last four years and now represent over 10,000 financial security professionals. That growth has given us significantly more scale to influence policy, elevate the profession’s reputation, and support members in serving more clients. Our organization is built on four pillars: 1. Elevating the profession’s brand and reputation 2. Accelerating business outcomes so members can serve more people 3. Advocating for good public policy 4. Educating the general public Across all these areas, we’ve seen measurable improvements. If the 2017 tax cuts aren’t extended, we could see a $4 trillion tax increase. That would have major implications, and we’re actively engaged in those discussions.
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