THE STRATEGIC FINANCIAL ALLIANCE HOLDS REGIONAL TRAINING SEMINARS TO PREPARE ADVISORS FOR IMPLEMENTATION OF DOL FIDUCIARY RULE

Three intensive regional sessions to offer information, tools, and strategies while providing forum for questions and sharing best practices ATLANTA, GA – December 15, 2016 – The Strategic Financial Alliance (“SFA”), a leading, privately owned independent broker-dealer and Registered Investment Adviser (RIA), today announced that it has begun to convene three intensive, two-day regional seminars…

THE STRATEGIC FINANCIAL ALLIANCE ANNOUNCES COMMENCEMENT OF 2nd ANNUAL ADMINISTRATIVE EDUCATION CONFERENCE

— Event Forms Key Part of SFA’s Year-Round Program Focused on Training and Best Practices for Advisors’ Administrative Professionals —   ATLANTA, GA – July 12, 2016 – The Strategic Financial Alliance (SFA), a leading, privately-owned independent broker-dealer and Registered Investment Adviser, today announced the commencement of its second annual Administrative Education Conference, happening July…

Grow your practice by developing your administrative support team

By Clive Slovin From Investment News: In my travels to various industry gatherings in recent years, I have met with an increasing number of independent financial advisors — even some longtime veterans of the industry — plagued by the same problem. While they’ve built successful businesses and established many lasting relationships, their practices have hit…