CHARLOTTE CHAPTER SNAPSHOT
The Society of Financial Service Professionals is the only professional organization made up of a premier network of credentialed professionals who work in diverse financial disciplines, holding or actively pursuing one of these widely recognized professional designations or degrees: AEP®, CASL®, CEBS®, CIMA®, CFA®, CFP®, ChFC®, CLF®, CLU®, CPA, CPC, CPCU®, CTFA, Enrolled Actuary, Graduate Degree in Financial Services (MS, MSFS, MSM, MBA, PhD), JD, REBC®, and RHU® Over 50% of our membership has at least 15 years of experience or more in the financial services industry
- Approximately 70% of our event attendees are independent advisors in decision-making roles
- Approximately 90% of our attendees work with high-net worth clients
- Over 60% of attending RIAs have AUM of $100MM or greater. Attending RIAs represent over $55 billion in total AUM
Platinum Partner Benefits – $2,500
- Meetings/Socials
• 2 SFSP meetings hosted and content/speaker provided by your company
• 1 SFSP Social/Networking event hosted by your company
• Access to our marketing services to promote 1 non-SFSP educational event monthly your company is hosting to our 2,000+ database
• Unlimited number of guests at your virtual event
• Listing on chapter emails, mailings, & signage pertaining to all events
• CE Credit opportunity
• Attendee listing for your events - Advertising
• Exposure & recognition throughout the year to 2000+ advisors in the Carolinas
• Highlighted on all of SFSP’s social media accounts: Facebook, LinkedIn and Instagram
• Full page ad in program and directory
• Logo on website
• Prime listing on all chapter emails and mailings
All events/meetings will be virtual until announced otherwise.
Gold Partner Benefits – $1,500
- Meetings/Socials
• 1 SFSP meetings hosted and content/speaker provided by your company
• 1 SFSP Social/Networking event hosted by your company
• Access to our marketing services to promote 1 non-SFSP educational event every other month your company is hosting to our 2,000+ database
• Unlimited number of guests at your virtual event
• CE Credit opportunity
• Attendee listing for your events - Advertising
• Exposure & recognition throughout the year to 2000+ advisors in the Carolinas
• Highlighted on all of SFSP’s social media accounts: Facebook, LinkedIn and Instagram
• Full page ad in program and directory
• Logo on website
• Prime listing on all chapter emails and mailings
All events/meetings will be virtual until announced otherwise.
Silver Partner Benefits – $1,000
- Meetings/Socials
• 1 SFSP meetings hosted and content/speaker provided by your company
• Unlimited number of guests at your virtual event
• CE Credit opportunity
• Attendee listing for your events - Advertising
• Exposure & recognition throughout the year to 2000+ advisors in the Carolinas
• Highlighted on all of SFSP’s social media accounts: Facebook, LinkedIn and Instagram
• Full page ad in program and directory
• Logo on website
• Listing on all chapter emails and mailings
All events/meetings will be virtual until announced otherwise.
Bronze Partner Benefits – $750
- Meetings/Socials
• 1 SFSP Social/Networking event hosted by your company
• Unlimited number of guests at your virtual event
• CE Credit opportunity
• Attendee listing for your events - Advertising
• Exposure & recognition throughout the year to 2000+ advisors in the Carolinas
• Highlighted on all of SFSP’s social media accounts: Facebook, LinkedIn and Instagram
• Half page ad in program and directory
• Logo on website
• Listing on all chapter emails and mailings
All events/meetings will be virtual until announced otherwise.
For more information on sponsorship opportunities and Chapter Events, please contact:
Janice Stevens, Chapter Executive
704-527-2244 or [email protected]