SFA Partners, headquartered in Atlanta, today announced the promotion of Inman Porter to the position of Senior Vice President of Advisor Solutions. In this new and expanded role, Porter will lead the newly formed Advisor Solutions area, which integrates the firm's Advisor Relations and Investment Solutions teams into a single, cohesive unit.
The creation of Advisor Solutions reflects SFA Partners' ongoing commitment to delivering an enhanced, streamlined experience for its network of independent financial advisors. By unifying these complementary areas under one leadership structure, the firm aims to increase alignment between advisor service, investment strategy, and business growth.
“Inman brings a unique blend of strategic insight and deep relationship management experience,”said Jamie Mackay, President and COO of SFA Partners. “By bringing Advisor Relations and Investment Solutions together under his leadership, we're better positioned to deliver a truly integrated experience-helping advisors connect business strategy, client needs, and practice growth in a much more seamless way.”
Key benefits of the new Advisor Solutions structure include:
— Simplified advisor engagementthrough a single point of contact for practice management and investment consulting needs
— Improved coordinationbetween relationship managers and product experts, resulting in faster response times and tailored solutions
— Greater strategic alignmentbetween advisor goals and platform capabilities
— Enhanced abilityto support firm growth initiatives, including onboarding, transitions, and advisor coaching
Porter joined SFA Partners in 2019 and has held leadership roles across the organization, contributing to initiatives that expanded advisor services and improved operational efficiencies.
“I'm honored to take on this expanded role,” said Porter. “By bringing together these two vital functions, we're in a stronger position to deliver proactive, personalized support that helps our advisors grow and serve their clients more effectively.”
About SFA PartnersSFA Partners is a family of financial services companies that includes The Strategic Financial Alliance, Strategic Blueprint, and SFA Insurance Services. Through its broker-dealer, registered investment adviser, and insurance offerings, SFA Partners supports independent advisors nationwide with a platform rooted in flexibility, community, and personalized service.
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SOURCE SFA Partners
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