We are a community of independent business owners who see the value in helping each other grow and thrive by sharing ideas and collaborating. Home Office staff support and promote this idea by facilitating numerous opportunities for networking and mentoring.
Community
Learn more about SFA Partners today!
National Conference
Each spring, advisors and their guests gather for educational sessions on topics from growth to continuity planning, all while networking and sharing ideas and best practices. Our host city changes annually and, as part of an effort to give back to the surrounding community, we partner with a local charity and gather donations throughout the event.
Diamond Conference
Each year, we host top advisors and their guests for this special event where ideas are shared in a unique and special setting. Places we’ve traveled to include Curacao, Costa Rica, Montreal, Puerto Rico, and many other interesting and exotic locales.
Fall Workshop for Advisors
This two-day event is focused on advisor growth opportunities and is meant to drill deeply into one or two concepts introduced at the National Conference and other times throughout the year.
Strategic Advisory Council
The Council, made up of a diverse group of advisors, varying in practice size and makeup, geographical location, and more, acts as liaison between the advisor community and the Home Office, and provides insight on the specific needs of the independent financial advisor.
Women Advisors Network
SFA Partners female advisors meet throughout the year, both virtually and in-person. The women-only dialogue is unique in that it offers a particularly supportive environment for building relationships and sharing personal and business development strategies.