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Why SFA?

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Published on Jan 9, 2017

SFA advisors and home office team members explain why SFA is the home for independent financial advisors. As a true alliance, we nurture our community of advisors by helping them to continually improve their capabilities, learn from each other, uphold best practices, and create businesses of enduring value.




from the beginning idea was a
broker-dealer for advisors owned by
advisers and that's important we felt
that there needed to be and truly
independent from and that is what gave
us the opportunity to start anew so
everything that we do as a company
relates to the independent financial
adviser being an independent advisor to
me means I have the freedom and
flexibility to serve my clients in the
best way I can I always wanted to have
my own business and being an independent
advisor allows me to do that to be
independent to not report to some big
company from above you know all the big
firms tell you you have to do a B C an
SFA doesn't adhere to that they're not
putting any requirements on us to do
things their way to sell products that
they offer
they've given us total freedom empower
us to do what we want and what we think
is best for our clients in an
environment where technology is changing
we try not to limit ourselves in terms
of what is best rather than just saying
no let's find a way to say yes you can
tell us speaking with our advisors that
they really genuinely care if I have an
issue I know who to call
I'm not calling an 800 number that's
real important we as a fun have a deep
relationship with our advisors and we
have found that the best advisors have
deep long-standing relationships with
their clients what's a culture it's a
culture of wanting to spur the success
of our advisors because our success is
SFA success SFA has a great community of
close-knit advisors and so when we come
together it really is like a family it's
a very unique and very open sharing
group and it's it really fits in today's
culture we're not looking to grow just
for numbers safe we were looking to
bring on quality advisors that want to
grow and want to help there
clients they want to build something I'm
very pleased and very positive not only
as a shareholder but as a member of this
firm of the bright future that SFA has
having the opportunity to have ownership
in a broker-dealer to own shares
it's exciting to me knowing I think the
future is very bright
I think SFA from what we've seen in the
past is going to continue to be a great
partner it's independent it's not trying
to get sold we're there not only for the
short term but for a long term we all
have a common goal which is which is to
help each other and I think it's for the
betterment of the industry we're all
just a group of people try and help
other people so when we use the words
empowering the independent it is a
reminder to provide those services that
will help the financial advisor meet the
needs of their clients it means where I want to be

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