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.
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Client experience is becoming a fundamental way financial advisors differentiate themselves. Firms that focus on client experience tend to grow significantly faster than those that don’t. In this presentation, we look at how you can improve your client experience in a number of key areas, including your digital & online experience, your office experience, and your client service experience. We’ll show you how—with the right experience mindset—you can create strong client advocates.
Mastering the Art of Persuasion
How can you be more personally and professionally persuasive? In this presentation we focus on 8 well-established persuasion techniques (such as Unity, Liking, Social Proof), including a technique that increases your chances of getting agreement by 50%The presentation also focuses on understanding—and applying—body language. We examine what physical cues can—and can’t tell us—about how someone might be feeling….and how you can use this information to create better interactions.
Making the Most of Personalized Direct Indexing
As a result of recent advances in technology and lower transaction costs, investors are increasingly adopting Direct Indexing--or Personalized Direct Investing. This allows them to tailor portfolios of individual equities to their specific goals, values (such as ESG), preferences, or circumstances, as well as better manage taxes. What started as simply replicating the risk and performance of an index, now includes a greater range of personalized choices with individual securities, such as solutions focused on factors of return, and fully-flexible modular portfolio construction solutions that can include completion portfolios. In this presentation we will walk through best practices, potential pitfalls in some solutions, and how to make Personalized Direct Investing an important part of your future success.
Building a More Scalable & Profitable Business
How do you structure your advisory practice so you can spend less time on running the business and more time working with clients? In this presentation, we will look at how you can scale your practice so you can do more with less time, effort, and money, stay ahead of change and technological innovations, and deliver services and advice exactly the way you want. Learn how some of the most successful advisors are realizing major efficiencies and economies and transforming their firms.
Buying, Selling, & Valuing Practices
- Do you continue growing by acquiring another firm?
- What about ensuring continuity and succession?
- Should you look for additional support or partnership?
For Financial Professionals Only. 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 exempted from registration requirements. Registration with the Securities and Exchange Commission or any state securities authority does not imply a certain level of skill or training. No one should assume that future performance of any specific investment, investment strategy, product, or non-investment related content referred to directly or indirectly in this material will be profitable or prove to be successful. All data is from sources believed to be reliable but cannot be guaranteed or warranted.