ANNUAL EVENT PROVIDED LEARNING, TRAINING AND TEAM-BUILDING OPPORTUNITIES TO AFFILIATED ADVISORS FROM ACROSS THE COUNTRY AND PRODUCT SPONSOR PARTNERS
ATLANTA, GA – June 1, 2017 – The Strategic Financial Alliance (SFA), a leading, privately owned independent broker-dealer and Registered Investment Adviser, today announced the successful conclusion of its annual conference for affiliated advisors, held May 1-4, 2017 in San Antonio, Texas. The conference featured a broad range of presentations and roundtable discussions led by advisors, SFA executives, and product sponsor partners.
Clive Slovin, President and CEO of SFA, said, “We were very pleased to welcome so many of our advisors and product sponsor partners to our annual national conference. This year’s event provided us with an opportunity to celebrate our continued solid growth, as well as the energy, enthusiasm, and success of the independent advisors we serve. SFA’s unique ability to combine a boutique service culture and highly personalized support with ongoing investments in key resources for advisors has produced an environment in which our advisors are empowered to pursue their growth goals on their own terms. Each year's national conference is a welcome opportunity for us to come together to learn from industry leaders about a broad range of vital topics, share best practices with each other, and reconnect with friends and industry partners.”
Attendees at the conference heard general session addresses from various experts, including keynote speaker Dean Rosson, president and founder of Fit2Win, a consulting firm focused on health and wellness. Among the many topics covered during the conference were strategies for successfully serving millennial clients, navigating market volatility using real estate investment solutions, avoiding common pitfalls in succession planning, effective client communications, sustainability investing, and social media strategies. The event also included extensive networking opportunities and excursions to San Antonio’s plentiful cultural and scenic destinations for advisors and their teams to reconnect with their peers in the SFA community.
Mr. Slovin concluded, “As we enter our fourteenth year as a firm, our focus on and commitment to our advisors is stronger than ever. We will continue to both aggressively invest in the platforms, tools, and resources that our advisors need in order to grow their businesses effectively and bring on board the talent and tools we need to maintain our steady growth while recruiting advisors who are a strong long-term fit for us both in a business and cultural sense.”
About The Strategic Financial Alliance
The Strategic Financial Alliance (“SFA”) is a privately owned independent broker-dealer. The firm is focused on delivering support that goes above and beyond the norm within the independent financial advice industry, and is significantly owned by the independent financial advisors it serves. Based in Atlanta, GA, SFA is an empowering partner to independent fee and commission-based financial advisors across the country, acting as a powerful and expert partner in helping them grow their practices and build more efficient, thriving businesses. As of March 31, 2017, SFA serves approximately 150 independent financial advisors across the country, collectively supporting nearly $4.5 billion in advisory and brokerage assets. For more information, please visit www.thesfa.net.
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Michael Dugan / Joseph Kuo
Haven Tower Group
424 652 6520 ext. 106 or 424 652 6520 ext. 101