We also cater to the unique requirements of short-term financial advisors, offering dynamic solutions, and compliance and financing processes for an admin-intensive practice. We also have specific arrangements with the largest short-term insurance brokerages ensuring comprehensive broker support service levels. SFP Short-term won the “National Broker Award for Performance Excellence” in 2021 from Santam Personal Lines, depicting our commitment and strategy towards the short-term insurance specialists in our business.

As our name suggests, we offer, as part of our value proposition, the service of finding a suitable successor for the short-term advisor’s business. In the process of ensuring succession, we enable the advisor to gain a perspective on the real value of the practice itself. Coupled with aggressively competitive commission splits, the Short-term offering is a key consideration for the short-term focused advisor – and you’ll enjoy the benefits of a relationship built on trust.