THE STRATEGIC FINANCIAL ALLIANCE ANNOUNCES LAUNCH OF ADMINISTRATIVE EDUCATION PROGRAM
-- Ongoing, Year-Round Program Focused on Training and Best Practices for Advisors’ Administrative Professionals Kicks Off with Successful Conference in Atlanta --
ATLANTA, GA – July 16, 2015 – The Strategic Financial Alliance (SFA), a leading, privately-owned independent broker-dealer and Registered Investment Adviser, today announced the launch of its Administrative Education Program, an ongoing training offering for its affiliated advisors’ administrative professionals focused on further developing and sharpening key skill sets among these crucial advisory team members, as well as on facilitating the sharing of best practices. The program kicked off with SFA’s inaugural Administrative Education Conference at the firm’s home office in Atlanta on June 24th and 25th, attended by administrative professionals from affiliated advisory practices across the country.
The Administrative Education Program demonstrates SFA’s commitment to providing innovative and mission-critical tools and training offerings to its nationwide network of affiliated independent financial advisors. The program’s theme – “The Power of You” – reflects administrative professionals’ central importance to the success of their respective advisory practices. The program focuses on building and expanding these professionals’ skills in several core areas, including operations, communications and compliance.
In addition to regular webinars, conference calls and presentations on these topics from SFA subject matter experts, vendors, and sponsors throughout the year, the Administrative Education Program includes opportunities for person-to-person sharing of best practices among administrative professionals, in order to empower them to contribute on a broad array of issues facing their practices and further strengthen the efficiency of affiliated advisors’ operations. Additional resources will also be available through the SFA website.
The kickoff event for the program was SFA’s inaugural Administrative Education Conference at the SFA home office in Atlanta. The Conference featured in-depth discussions on key topics including managing transactions, implementing and monitoring cybersecurity safeguards, and tips and tools for mastering technology offerings on the SFA platform. The conference also featured an address from SFA’s CEO, Clive Slovin, on the firm’s driving principles and goals, and a moderated discussion among attendees on the best practices that are driving greater efficiency and growth at their respective firms.
Commenting on the program, Mr. Slovin said, “As the day-to-day business of running an advisory practice becomes more complex and time-consuming, administrative professionals are increasingly functioning as the de facto chief operating officers of their respective firms. The Strategic Financial Alliance understands the crucial role these professionals play in enabling advisors to focus on serving clients and growing their businesses, and we are pleased to launch our year-round Administrative Education Program as a powerful new tool to help our advisors continue to build and strengthen their practices.”
Floyd Green, Founder and Partner of Cornerstone Wealth Management, an SFA-affiliated advisory practice based in Raleigh, North Carolina, said, “We are very excited about SFA’s new Administrative Education Program, and we were pleased that our own administrative team members – Tim Pitman, Kelsey Oltmans, and Liz Pitman – were able to attend SFA’s inaugural Administrative Education Conference. Tim, Kelsey and Liz gave us a report on the conference upon their return and each felt it was extremely valuable. We are grateful to SFA for investing resources in making the conference and the ongoing Administrative Education Program happen. It will absolutely help to improve our operations here in Raleigh, which means greater efficiency and improved service to our clients.”
About The Strategic Financial Alliance
The Strategic Financial Alliance (“SFA”) is a privately-owned independent broker-dealer and Registered Investment Advisor focused on delivering support that goes above and beyond the norm within the independent financial advice industry. Based in Atlanta, GA, the firm is an empowering partner to independent fee and commission-based financial advisors across the country, acting as a powerful and expert platform in helping them grow their practices and build more efficient, better run businesses. For more information, please visit www.jointhesfa.com.
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