-1.png?width=228&name=Symmetry-Logo-KO-Tagline%20(003)-1.png "Symmetry-Logo-KO-Tagline (003)-1"){kind=logo}
Welcome to "Unfiltered Finance," a monthly podcast from Symmetry Partners focused on Evidence-Based insights and perspective on markets, the economy, and investing
New Episodes
No investor wants to work with a financial advisor who is content with settling for less. In this episode of Unfiltered Finance, our own Tom Romano is joined by Symmetry’s Associate Director of Marketing, Andrea Loin, to explain why, and how, financial advisors should work to continuously develop their businesses. We’ll give you a hint, it can improve the client experience…for all involved.
If you have any questions or would like more information, reach out to us at https://symmetrypartners.com/contact-us/
Recent Episodes
While some online technologies can prove to be valuable assets for investors, and their advisors, the internet is not exactly void of malicious actors. In this episode we are once again joined by Symmetry's Director of Operations and Technology, Robert Hawke, and our Director of Operations, Mark Longmore, for an in-depth discussion about cybersecurity and the online tools that can be used to protect your data.
If you have any questions or would like more information, reach out to us at https://symmetrypartners.com/contact-us/
For investors, the following statement is self-evident, “my portfolio is better off in the hands of a well-informed and skilled advisor.” This is the fundamental belief that led us to hold our educational conference - Summit 2022. From November 9th - November 10th, we covered any number of topics including marketing, client service, and direct indexing. In this episode of Unfiltered Finance, Tom Romano is joined by William Chettle, Symmetry’s Head of Advisor Relations & Client Experience, to discuss this year’s Summit and the potential benefit this sort of event can ultimately have for advisors’ clients.
If you have any questions or would like more information, reach out to us at https://symmetrypartners.com/contact-us/
There is no magic bullet solution to the technological component of investing. In reality, solutions come from diligent research, testing, and a focus on developing quality investor experiences. Today we take a look behind the curtain to see how various technologies can be used to service both financial advisors and investors.
If you have any questions or would like more information, reach out to us at https://symmetrypartners.com/contact-us/
Symmetry’s Tom Romano, Director of National Sales, is joined once again by the founder of Story Market Services & CEO of Empirica Solutions Group, Inc., Casey Dylan, CIMA®, to discuss the value of seeking qualified (and accredited) insight before making critical investment decisions.
To get your question answered, reach out to us at: https://symmetrypartners.com/contact-us/
In this episode of Unfiltered Finance, Tom Romano, Symmetry Partners’ Director of National Sales is joined by the founder of the newly formed Story Market Services & CEO of Empirica Solutions Group, Inc., Casey Dylan, CIMA®, to address some of the questions we frequently receive from both investors and financial advisors. This is the first of a two-part episode.
To get your question answered, reach out to us at: https://symmetrypartners.com/contact-us/
For the financial advisors in our audience, it's a cornerstone of quality service to address clients' concerns and meet their needs when customizing portfolios. In this episode of Unfiltered Finance, Symmetry's Tom Romano, Head of Strategic Relationships, and Phil McDonald, CFA, CAIA, Managing Director of Research Investments & Portfolio Manager, relay the importance of ongoing reevaluation (and reallocation) when managing a personalized index portfolio.
To learn more about personalized direct investing visit http://www.symmetryaxiom.com
Many high-net-worth individuals, and their families, have specific requirements, tax considerations, and investment preferences, that cannot be addressed by conventional investment options. In the first installment of this two-part episode, Symmetry's Tom Romano, Head of Strategic Relationships, and Phil McDonald, CFA, CAIA, Managing Director of Research Investments & Portfolio Manager, discuss the practice of personalized direct investing, how it works, and how it can be customized to suit investors' individual values.
To learn more about personalized direct investing visit http://www.symmetryaxiom.com
In many ways, the virtual reality space, Web 3.0, holds both experiential and financial opportunities for the future. But how can we tell the difference between those opportunities that are authentic and those which are not? In this episode, we are joined by VR content creator Brody Parksua, to discuss the economic potential of Web 3.0. *Symmetry is not affiliated with Brody Parksua.
About Symmetry Partners
Founded in 1994 by financial advisors for financial advisors, Symmetry offers a complete business solution with best-of-breed, Evidence-Based investment strategies, including PrecisionCore ETF Models and Panoramic Funds & Models. To help Advisors deliver a better client experience, we also provide marketing, technology and operational consulting and support.