Growth Plan Workbook
This fillable guide walks you through answering four fundamental growth questions to help you focus your marketing efforts and messaging.
Creating Your Unique Positioning Statement
The Unique Positioning Workbook will have you complete four exercises that relate to all the services you provide your clients, meaningful experiences you have had with clients, some of the characteristics of your book of business, and what you consider to be an ideal client.
J. William G. Chettle
Director of Experience & Engagement
In his role as Director of Experience & Engagement for Symmetry Partners, William is responsible for helping Symmetry and its affiliated companies build greater brand awareness, foster deeper engagement with clients and enhance their overall experience. He oversees the firm’s marketing and communications, as well as practice management and events.
William has more than a quarter century of financial services experience. Previously, he headed up Marketing and Communications for Loring Ward. Prior to that, he was in charge of Brokerage Marketing for Wachovia Securities. He has also held senior positions in National Sales, Communications, and Marketing at Wachovia Securities and Prudential Securities.
William speaks and writes often on marketing, finances and investing and is the co-author of the book Legacy of Care: Providing for Your Special Needs Child Today, Tomorrow & Always as well as 27 Principles of Investing Everyone Should Know.
Digital Marketing Specialist
Andrea Loin has been working with Symmetry since 2014. As Digital Marketing Strategist, she is responsible for managing all of Symmetry’s digital initiatives and properties, including websites, email, campaigns, social media, and lead generation. She also works closely with Sales to help deliver a better digital experience for Symmetry’s clients and prospective clients. She oversees marketing automation and Hubspot CRM and consults regularly with Advisors on their own digital marketing. Andrea has both Hubspot Marketing and Hubspot Sales Certifications. Previously at Symmetry, she worked in National Accounts assisting in the training of sales desk partners and running campaigns for broker dealers.
Prior to joining Symmetry, Andrea worked with Financial Advisory firms and Wholesalers, including AXA Equitable and AdviceOne in a relationship management capacity, including marketing and operational support.
Andrea lives in Connecticut with her husband, and her 2 boys. In her free time, she enjoys the shore and camping all over the east coast with her family.