-- Gathering Brings Together Outstanding Advisors to Network and Share Professional Insights at Exotic Leisure Location --
ATLANTA, GA – December 15, 2016 – The Strategic Financial Alliance (SFA or "the firm"), an independent, privately owned provider of brokerage and custodial services and solutions to independent financial advisors nationwide, announced today that it successfully concluded the firm's second annual Diamond Conference for top-level advisors. Held at the luxurious JW Marriott Guanacaste Resort and Spa, in Guanacaste, Costa Rica, from November 6-9, 2016, the gathering brought together 13 of SFA’s top independent financial advisors, drawn from the firm’s highest-producing advisors and OSJs, along with members of SFA’s executive leadership and senior management team.
The conference enabled SFA’s leading advisors to combine business with relaxation in an exotic location. The business highlight of the conference included an afternoon luncheon and meeting during which advisors shared their insights on the industry and on their individual practices, and discussed their predictions for the near and long-term future. The lively discussion focused on sharing “what’s working” in the areas of business structure, delegation, staffing, and articulating the value proposition of advisors’ practices.
Clive Slovin, President and CEO of SFA, said, “We were very pleased with the resounding success of our second annual Diamond Conference for leading SFA advisors. Once again, we were able to strengthen the bonds of community within SFA, which is a quality that helps differentiate our firm from the rest of our industry, and to demonstrate to each other our dedication, thoughtfulness, and high standards in helping our clients achieve their financial goals. The event served as a tangible reminder of the significant value we bring to our clients in helping them achieve their most important aspirations in life, and we continue to hope that this Diamond Trip will serve as an inspiration to all our advisors to achieve to the very best of their abilities.”
About The Strategic Financial Alliance
The Strategic Financial Alliance is a privately owned independent broker-dealer and Registered Investment Adviser focused on delivering support that goes above and beyond the norm within the independent financial advice industry. Based in Atlanta, Georgia, 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.thesfa.net.
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Joseph Kuo / Michael Dugan
Haven Tower Group
424 652 6520 ext.101 or 424 652 6520 ext. 106