Symmetry Partners
ADVISOR FEST
July 9-11, 2024
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 this year’s 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.
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.
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.
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.
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
