When you join SFA Partners, you join a community where learning from and sharing ideas with your fellow independent financial advisors is commonplace and encouraged. Take advantage of opportunities throughout the year to gather – both in person and virtually – with your peers.
Bring a guest and join other SFA Partners Advisors each spring at the National Conference where you will find education on various topics from growth strategies to innovative investment solutions to succession planning as well as critical networking time and fun with your peers.
Each year SFA Partners hosts top advisors and their guests for our Diamond experience. Attendees enjoy touring and time together in an exotic and interesting location. Places we’ve traveled include: Curaçao, Costa Rica, and Montreal – to name a few.
Women Leaders Network
The SFA Partners Women Leaders Network is a peer-to-peer forum for women advisors that addresses the need for a women-only dialogue in a particularly supportive environment for building relationships and sharing personal and business development strategies. Formulated and led by advisors, the group hosts in-person and virtual events that facilitate networking and sharing on a variety of topics including marketing and client retention, compensation and fees, client profitability, and mentorship.
Strategic Advisory Council
Advisor representation is an important aspect of the SFA Partners community. The Strategic Advisory Council listens to you and actively seeks out your recommendations and ideas. Made up of a group of advisors both elected by the Field and appointed by the group on a yearly basis, and representing various types of business, geography, etc., this liaison group’s mission is to assist SFA Partners and its stakeholders in building a premier independent financial services organization that fully supports your goals and needs and those of your clients.