Symmetry Partners

ADVISORFEST
AdvisorFest is a virtual event for independent Financial Advisors focused on potentially successful strategies and solutions to help you deliver an extensive client experience, grow and scale your practice, and gain perspective on new investment solutions including tax-alpha strategies and Personalized Direct Investing.

Though our AdvisorFest has come to a close, we have recordings and slides for each of the below. 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.

Symmetry Tax-Alpha Program | Seeking to Help Maximize After-Tax Results via Overlay & Transition Strategies

Tom Romano, Head of Strategic Relationships and Product, Symmetry Partners
Philip McDonald, CFA, CAIA, CIPM

When it comes to taxes, delay and inaction can be expensive. The Symmetry Tax Alpha Program can help you realize substantial long-term tax savings while addressing other challenges such as concentration risk. Join us as we discuss our innovative Tax Alpha Program and how it can solve the tax management challenges of Direct Indexing.

Axiom | Personalized Investing For High-Net-Worth Clients

Mike Storer, Senior Regional Director, The Partners Team
Greg Trzaski, Senior Regional Director, The Partners Team

When it comes to taxes, delay and inaction can be expensive. The Symmetry Tax Alpha Program can help you realize substantial long-term tax savings while addressing other challenges such as concentration risk. Join us as we discuss our innovative Tax Alpha Program and how it can solve the tax management challenges of Direct Indexing. 

The Science of Marketing

J. William G. Chettle, Head of Client Experience & Advisor Services, Symmetry Partners

Over the last few years, as we’ve come to a better understanding of how the mind works and the emotional forces and intellectual biases that drive investor behavior,  we’ve reached a much more scientific understanding of how to deliver resonant messages.  From persuasion to the power of using all five senses in your marketing, learn how to put the power of the latest scientific research to grow your advisory business and deliver a better client experience.

Choosing & Using Your CRM

Andrea Loin, Associate Director, Marketing, Symmetry Partners

A CRM is more than a contact database or system of record; it’s the heart of your customer’s experience with your brand. And it’s designed to ensure seamless interactions at every touchpoint. Whether you’re looking to invest in CRM software for the first time or move your organization away from a legacy solution, your new CRM should effectively balance your business goals and customer needs while also accounting for long-term growth and profitability. In this session, you will learn how to choose your CRM and put it to use to help grow your business.

Death, Education, & Taxes

James T. Lavery, Associate Director, National Sales, Symmetry Partners
Peter Leppones, CFP®, Financial Advisor, Apella Wealth
Stacie Nemetz, CFP®, AIF®, Financial Advisor, Apella Wealth

Join us for an informative and engaging session as we discuss with a panel of experienced Advisors how they navigate the complex world of education planning, tax planning, and legacy planning—three key areas almost every client needs help with. Whether you’re helping parents plan for college, optimizing client tax strategies, or helping clients to leave a lasting legacy, this interactive webinar will provide you with practical tips, key trends, and essential knowledge.

Empowering Women Investors | Navigating Financial Success Together

Andrea Loin, Associate Director, Marketing, Symmetry Partners
Diana Bacon, CFP®, CDFA®, MBA, Financial Advisor, Apella Weallth
Joyce Bloomquist, CDFA®, Financial Advisor, Apella Wealth

Are you interested in attracting and collaborating with more women investors? This webinar focuses on key strategies and best practices, led by a panel of Advisors. They will share their experiences, challenges, and triumphs in working with women investors, offering valuable insights and practical strategies that can be applied in various professional contexts.

Material is for Financial Professionals Only. Not for public consumption.Symmetry Partners, LLC, is an investment advisory firm registered with the Securities and Exchange Commission. The firm only transacts business in states where it is properly registered, or excluded or exempt from registration requirements. Registration of an investment adviser does not imply any specific level of skill or training and does not constitute an endorsement of the firm by the Commission