Symmetry Webinars
To provide you with timely insights and information to help you grow your practice and better communicate with clients, Symmetry offers a number of timely webinars. Registration is quick and easy.
If you are unable to attend a webinar, we also post replays here so you can watch whenever is convenient.
Check this site often as we will update regularly with upcoming webinars and replays.
UPCOMING WEBINARS
February 22, 2023 4pm ET/1pm PT
7 Ways to Grow Your Practice
Right Now
We will share best practices from top Advisors on how they are continuing to succeed right now. We will also discuss how you can use Personal Direct Investing (aka Direct Indexing) to build better portfolios and attract more high-net worth clients. We will also showcase timely strategies for earning more referrals.
March 22, 2023 4pm ET/1pm PT
Managing Investor Behavior Across the Investor Lifecycle Learning Objectives
The biggest challenge Advisors face today is not investing, but investor behavior. In this webinar, we will focus the critical role Advisors can play in managing investor behavior and the impact this can have on investors achieving their long-term goals. We will also look at how cognitive and emotional biases can change with age…and how to take a “generational” approach to focusing on and managing investor behavior. **CE CREDIT AVAILABLE
April 19, 2023 3 pm ET/12 pm PT
Putting the 1st Quarter in
Perspective
Join Casey Dylan, CIMA®, Consultant, and William Chettle, Director of Client Experience and Engagement, as they provide timely insights and analysis on what happened in markets and economies around the world in the first quarter and what this means for long-term term investors.
Past Webinar Recordings
Original air date: February 22, 2023
7 Ways to Grow Your Practice Right Now
If you are like most Advisors, you don’t want today’s difficult economic and market climate to keep you from growing your practice and delivering a better client experience.
Join Symmetry's Regional Director, Will Perham & Senior Regional Director, Gabe Hathorn, CIMA®, as they share best practices from top advisors on how they are continuing to succeed right now.
FOR ADVISOR USE ONLY
Original air date: January 24, 2023
2022 Year-in-Perspective
While the 4th quarter finished with positive returns, the unresolved issues that spurred the mostly downward gyrations of markets over 2022 did little to assuage investors' general unease moving into 2023. In this recorded webinar, Symmetry’s Research Team provides timely insights, and analysis, on what happened in markets and economies around the world in 2022 and what this means for long-term term investors.
Original air date: October 18, 2022
Q3 2022 - Putting the 3rd Quarter in Perspective
In many ways, this fiscal quarter was a notably complex one. By some measures, inflation has "cooled," but it still remains. On the other hand, the U.S. dollar shows promise while the labor market remains strong. Join J. William G. Chettle, Head of Client Experience & Advisor Services, Symmetry Partners, LLC and Casey Dylan, CIMA, for a recap of critical market events (and performance) during Q3 of 2022.
Original air date: August 30, 2022
We are proud to present our new direct Indexing solution - Symmetry Axiom. Join Symmetry Partners' 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.
Original air date: July 14, 2022
The second quarter of 2022 has been challenging for investors as markets responded negatively to shifting interest rates, supply chain snarls, inflationary pressures, and geopolitical challenges. Watch this replay of Putting the Quarter in Perspective. Symmetry’s Research Team will provide timely insights, and analysis, on what happened in markets, and economies, around the world, in the second quarter of 2022.
Over the past four decades, U.S. investors have experienced declining interest rates, benign inflation, globalization of trade, and relative stability among the world’s superpowers. During the first quarter of 2022 those trends were upended as markets were faced with rising interest rates, spiking inflation, ongoing supply-chain snarls, and a land-war in Europe. Stocks and bonds alike slumped…and then largely recovered.
Original air date: January 20, 2022
Symmetry’s William Chettle, Director of Client Experience and Engagement, along with Andrea Loin, Digital Marketing Specialist, present some effective strategies for generating client referrals towards your business.
Original air date: February 24, 2022
Join Casey Dylan, CIMA®, Consultant, and William Chettle, Director of Client Experience and Engagement, as they provide timely insights and analysis on what happened in markets and economies around the world in 2021 and what this means for long-term term investors.
Original air date: January 20, 2022
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.
Original air date: January 12, 2022
Jim Tavares from Symmetry Retirement Plan Services hosts a special webinar on our range of Retirement Plan options, tools, and support…and how we help Financial Advisors built and grow their Retirement Plan businesses.
Original air date: October 27, 2021
Resurgent virus impacts, mounting fears of inflation, ongoing supply-chain disruptions, surging energy prices, risks of a slowdown in China’s industrial and property sectors, and anticipation of a reduction in central bank liquidity provisions all weighed on markets this quarter.
Symmetry’s Research Team provides timely insights and analysis on what happened in markets and economies around the world in the third quarter and what this means for long-term investors.
Original air date: October 20, 2021
Inflation Consternation—Should Investors Be Worried?
Investors face ongoing uncertainty around an evolving monetary and fiscal environment, heightening concerns about the possible transitory nature of recently elevated inflation. Join us for an update on the Fed, bond tapering, inflation, and the potential impact on markets.
Original air date: September 22, 2021
.png "Untitled design (2)")
DAY 1 //
Invested in Your Goals
Learn how to explain your value as a financial advisor to clients as well as the fundamentals of financial planning and Evidence-Based investing.
Creating a More Scalable Business
Learn how to structure your business so you can spend less time on running the business and more time working with clients and growing.
DAY 2 //
New Trends in Evidence-Based Investing
Symmetry's Research Team focuses on the latest research around Evidence-Based investing, including the expected resurgence of Small and Value and how to think about—and implement— diversified portfolios successfully.
Mastering Digital Marketing
In this session, we show you step-by-step how to create successful digital campaigns that can generate leads, nurture prospects, and build deeper relationships with existing clients.
DAY 3 //
Building a More Referable Business
Taking an evidence-based approach, Symmetry's Director of Experience & Engagement, J. William G. Chettle, will walk you through a strategic approach to earn more referrals from clients and COIs and increase the likelihood of these referrals deciding to work with you.
Advisor Panel: How to Grow Your Business Today
Three experienced Financial Advisors discuss how they are succeeding right now, including bringing on new clients, earning more referrals, and delivering a better client experience.
The first half of 2021 has many investors excited about what's to come, especially as some of the factors of return, such as Small and Value, have rebounded strongly. Government spending, a strengthening economy, and the ongoing rollout of COVID-19 vaccines have created a surge of investor optimism. Symmetry’s Research Team will provide timely insights and analysis on what happened in markets and economies around the world in the first half of 2021 and what this means for long-term term investors.
Original air date: July 21, 2021
First Quarter of 2021 has many investors excited about what's to come, especially as some of the factors of return, such as Small and Value, have rebounded strongly. Government spending, a strengthening economy, and the ongoing rollout of COVID-19 vaccines have created a surge of investor optimism.
Symmetry’s Research Team will provide timely insights and analysis on what happened in markets and economies around the world in the final quarter and what this means for long-term term investors.
Original air date: April 14, 2021
From defining your ideal client to creating a value proposition and mission statement to defining what makes you different, this webinar will show everything you need to create a simple and effective marketing plan. We will also show you tools that Symmetry offers that can help you along the way.
Original air date: March 25, 2021
Join Symmetry’s Research Team for a special webinar to learn more about how PrecisionCore delivers a complete and compelling portfolio solution via extensive Evidence-Based research, decades of academic insights, and top money managers.
Original air date: February 24, 2021
Symmetry’s Research Team will provide timely insights and analysis on what happened in markets and economies around the world in2020 and what this means for long-term term investors.
Original air date: January 27, 2021
In this 45-minute presentation, we look at how financial advisors can make the most of their marketing and client experience across the digital spectrum, from websites to social media to CRM systems to lead generation. You will learn digital best practices that will help you differentiate your practice, communicate your value, find and nurture prospects, and deliver a more referable client experience.
Original air date: December 9, 2020
Global pandemic, volatile markets, economic uncertainty, elections…2020 has been a challenging year for many Americans. But for focused, forward-looking financial advisors, this may be your best opportunity in years to grow. In this interactive presentation, we will look at what successful advisors are doing right now to prospect, earn referrals, and create a better client experience. We will look at strategic and tactical best practices around a number of key growth areas, including:
- Developing a business strategy focused on key factors of differentiation
- Defining and leveraging your value proposition
- Closing the referral gap
- Creating client advocates with client advisory boards
- Marketing to the next generation
- Implementing niche marketing
- Leveraging social media
- Maximizing your digital presence
Original air date: November 18, 2020
For tools and resources to help provide education and perspective on volatility, visit Symmetry’s Volatility Website.
This material is for educational purposes and intended use is for financial professionals.
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 exempted or excluded from registration requirements. Registration with the US SEC or any state securities authority does not imply a certain level of skill or training. Symmetry charges an investment management fee for its services. All Symmetry fees can be found in the Symmetry ADV Part2A located on the website at www.symmetrypartners.com. Past Performance does not guarantee future results. All data is from sources believed to be reliable but cannot be guaranteed or warranted. Different types of investments involve varying degrees of risk, and there can be no assurance that the future performance of any specific investment, investment strategy, or product, or any non-investment related content, referred to directly or indirectly in this material will be profitable, or prove successful. As with any investment strategy, there is the possibility of profitability as well as loss. Please note that you should not assume that any discussion or information contained on this website serves as the receipt of, or as a substitute for, personalized investment advice from Symmetry Partners.
Please check with your firm’s Compliance and/or OSJ for usage requirements.
Copyright © 2021. Symmetry Partners. All Rights Reserved.
Regulatory Information | ADV Part 2A & Prospectuses