When you join SFA, you join a community where learning from and sharing ideas with your fellow advisors is commonplace and encouraged. Take advantage of the numerous opportunities throughout the year to gather – both in person and virtually – with your peers.

Bring a guest and join other SFA advisors each Spring at the National Conference where education on growth strategies, innovative products, succession planning, and more is combined with informal networking opportunities and a lot of fun.


Strategic Advisory Council:

Advisor representation is an important aspect of the SFA 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 and its stakeholders in building a premier independent financial services organization that fully supports your goals and needs and those of your clients.


Financial Services Institute (FSI):

SFA is a proud member of FSI and nearly all of our advisors are members as well. We find in FSI a strong ally on the advocacy front. FSI’s mission is to ensure that all individuals have access to competent and affordable financial advice, products, and services delivered by a growing network of independent financial advisors and independent financial services firms. FSI seeks to create a healthier, more business-friendly regulatory environment for its members. FSI is a strong voice for independent financial advisors and financial services firms such as SFA.