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    • Compliance
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    • Video Gallery
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Daily Archives: June 1, 2020

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  4. 01

Be A Financial Doctor

Latest News, Practice Management, WealthManagement, Clive SlovinBy Marketing TestJune 1, 2020

By Clive Slovin, courtesy of WealthManagement.com  The ongoing economic, health and financial market calamity has altered life for nearly every American. We’re in uncharted territory and never have advisors had to contend with a situation quite like this, not even during the financial crisis. At the same time, if anyone can navigate these drastic changes,…

How an Employee-Focused Culture Can Help Further Client Satisfaction

Latest News, Blog, Practice ManagementBy Marketing TestJune 1, 2020

In the Financial Services industry, it has long been thought that client satisfaction should be above everything else. After all, your clients are the reason you are in business. However, sometimes you can focus too much on your clients and not enough time thinking about employees or workplace culture. This tunnel vision can lead to…

© 2020 The Strategic Financial Alliance, Inc. (SFA) is an SFA Holdings, Inc. company. All rights reserved. SFA Partners provides shared services to a family of companies focused exclusively on empowering independent financial advisors. SFA Partners includes The Strategic Financial Alliance (SFA), member FINRA/SIPC, a broker-dealer and investment adviser; Strategic Blueprint, a registered investment adviser; and SFA Insurance Services. Our wide breadth of services enables us to support a variety of advisor business models. Parent company, SFA Holdings, Inc. is owned by advisors, employees, and individual investors.
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