Business Development

Each SFA Financial Advisor is an independent entrepreneur, growing a business that reflects his or her personal vision. SFA provides the high-touch support that helps our Financial Advisors build an enduring and profitable financial services business.

Supporting a Wide Range of Business Models

We support a wide range of business models, from targeted boutiques to comprehensive wealth managers, and from commission-based and hybrid practices to those who are moving to the growing field of fee-based advisory services.

SFA endeavors to understand each Financial Advisor’s business. Nimble and flexible, we deliver practical, pragmatic business development and management solutions customized to each individual practice and focused on its long-term success.

Tools, Resources and Strategies to Further Our Advisors’ Success

SFA Financial Advisors have come to expect exceptional service and attention to detail. We provide the tools and resources that enable them to manage their businesses so that they may focus on caring for their clients. Our carefully vetted products, technology platform and compliance support allow them the freedom to spend more time on client relationships. Whether dealing with employees, attracting new financial advisors, or gathering assets, our strategies and guidance make their lives easier so their businesses can be successful.

The SFA community is an environment that promotes networking, learning and collaboration among our Financial Advisors through both formal and informal opportunities.