Symmetry Partners

12jan11:00 am12:00 pm11:00 am - 12:00 pm(GMT-05:00) Two Tools to Plan for a Successful 2022Symmetry’s Strategy Canvas is a powerful long-term planning tool that can help your advisory firm.

Hosts

J William Chettle, Head of Client Experience and Advisor Services
Tom Romano, Head of Strategic Relationships and Product Development

Description

Now that 2021 is behind us—a year full of volatility and uncertainty—how will you position your firm for 2022 and beyond? How will you set the right strategic direction for your business—leveraging what makes you unique and focusing on your true competitive advantages?

Symmetry’s Strategy Canvas is a powerful long-term planning tool that can help with these 3 critical things for your firm:

Shows your firm’s strategic profile by clearly depicting factors that affect competition
Shows competitor strategic profiles— which factors “they” invest in
Displays your company’s strategic profile or value curve — showing how you invest in factors of competition and how you may want to evolve your focus
Join Symmetry’s Director of National Sales, Tom Romano to learn how we can help you define your competitive advantage and decide where best to focus time and resources for the new year.

FOR ADVISOR USE ONLY

Time

(Wednesday) 11:00 am - 12:00 pm EST(GMT-05:00)

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FRIDAY HOLIDAY CLOSURE

The Symmetry Partners offices will be closed on Friday, March 29. We will resume regular business hours on Monday, April 1.