Symmetry Partners

AdvisorFest was a 3-day virtual event for independent Advisors focused on successful strategies and solutions for delivering a better client experience and growing your practice.  See below for session slides, recordings, and resources. 

Contact your Regional Director with any questions or to follow up on any information provided during the sessions. 

Sessions

PRESENTERS

Michael Storer

Senior Regional Director

Presenting: Invested In Your Goals

James Tavares

Regional Director

Presenting: Creating a More Scalable Business

Philip McDonald

Managing Director

Presenting: New Trends in Evidence-Based Investing

Casey Dylan, CIMA®

Director of Investment Communications

Presenting: New Trends in Evidence-Based Investing

Andrea Loin

Digital Marketing Strategist

Presenting: Mastering Digital Marketing

J. William G. Chettle

Director of Experience & Engagement

Presenting: Mastering Digital Marketing & Building a More Referable Business

Tom Romano

Director of National Sales

Moderator: Advisor Panel: How to Grow Your  Business Today?

J.T. Lavery

Associate Director of National Sales

Moderator: Advisor Panel: How to Grow Your  Business Today?

Register Today!

Click below to register for the whole event or click the links above to register for a specific day./