CREATING EXCEPTIONAL EVENTS FOR CLIENTS AND PROSPECTS
MARCH 19, 2024 - 11:00AM EST / 8:00AM PST
Hosting events for your clients can be a valuable way for Financial Advisors to show appreciation, strengthen client relationships, and expand your network through introductions. We’ll share tips about the planning process and ideas for creating memorable experiences.
For Advisor Use Only. Not for Public Distribution. 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 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. No one should assume that future performance of any specific investment, investment strategy, product, or non-investment-related content made reference to directly or indirectly in this email will be profitable. As with any investment strategy, there is the possibility of profitability as well as loss.
-1.png?width=228&height=43&name=Symmetry-Logo-KO-Tagline%20(003)-1.png "Symmetry-Logo-KO-Tagline (003)-1"){kind=logo}