Skip to content
Symmetry Partners
ADVISOR FEST
July 9-11, 2024
Thank you for your interest in AdvisorFest 2024! We’re excited to provide you with exclusive access to the presentation slides and webinar recordings. See below for information on each AdvisorFest session.
We hope these resources will enhance your knowledge and support your ongoing professional development. Should you have any questions or need further assistance, please do not hesitate to reach out to us.
If you have any questions or want to schedule time to dive deeper into any of these topics, contact your Regional Director.
To learn more about Symmetry Partners, click here.
JULY 9 INVESTMENTS
11:00am EST / 8:00am PST
From Factor Capture to Adding DFA and Avantis | PrecisionCore ETF Model Enhancements
Kevin Scully, CFA
Director, Investments & Portfolio Manager, Symmetry Partners
PrecisionCore ETF models are designed for Advisors looking for a complete, best-of-breed, Evidence-Based solution that provides targeted investment factor exposure as well as global exposure to domestic, international developed, and emerging markets. Learn about recent enhancements, including adding noted managers Dimensional Fund Advisors and Avantis Investors to the portfolios as well as new international developed and emerging markets factor exposure and more balanced and efficient Factor Capture.
3:00pm EST / 12:00pm PST
The Role of Fixed Income SMAs/Ladders in HNW Portfolios—An Introduction to Wasmer Schroeder
Matt Kuss
Client Portfolio Strategist, Wasmer Schroeder
How are successful Advisors using Fixed-Income SMAs in portfolios today to address the income and diversification needs of their HNW clients? We will detail best practices, as well as how Wasmer Schroeder, a leader in the space, manages tax-exempt SMAs and Ladders and taxable SMAs and Ladders.
JULY 10 MARKETING
11:00am EST / 8:00am PST
Believe! Grow Your Practice Faster & More Profitably with Your Ideal Clients the Ted Lasso Way
Casey Dylan
Founder & Creative Director, Story Market Services
Ted Lasso was a surprise popular and critical hit, winning a record-breaking number of Emmy nominations. However, don’t be fooled into dismissing it as solely a lighthearted, uplifting comedy. The show contains powerful lessons in leveraging sophisticated story techniques to expand your brand and attract more of the right kind of clients. In this session, we’ll explore those concepts and give you practical tips on implementing them in your practice.
3:00pm EST / 12:00pm PST
Future-Proof Your Practice: 7 Ways to Leverage AI in Your Advisory Practice
Drew Cutting
Digital Marketing Specialist, Symmetry Partners
Cole Connelly
Marketing, Symmetry Partners
In a rapidly evolving world of technology, staying ahead of the curve is essential. Join us as we explore how artificial intelligence (AI) is transforming the landscape for Financial Advisors and how you can make the most of it to make your firm more effective and efficient.
JULY 11 PRACTICE MANAGEMENT
11:00am EST / 8:00am PST
Philanthropic Planning for Clients: Private Foundations
Jessica Donahue
Senior Managing Director, Foundation Source
What are the options and possibilities in the philanthropic space for the individuals, families, and corporations you work with? In this session, Foundation Source, the nation’s largest provider of management solutions for private foundations, will detail the advantages of their complete, outsourced solution. The result: better-run, more effective foundations and higher-impact philanthropy.
3:00pm EST / 12:00pm PST
How Advisors Are Growing Their HNW Tax Alpha and Direct Indexing Businesses Today - Panel
Nan Price
Content Strategist, Symmetry Partners
Learn how successful Advisors use sophisticated strategies like Tax Alpha and Direct Indexing to differentiate and grow their businesses and attract more HNW clients. We will look at best practices and case studies.
