As we near the end of 2023, it’s important to touch base with your clients and check in on any changes in their lives or financial situation. Use this customizable cover letter to reach out to clients along with the Year-End Checklist.
YEAR-END
PLANNING CENTER
Client Resources Advisor Resources Year-End Deadlines Estimated Distributions
Wrapping Up 2023... Looking Ahead to 2024
Now is an ideal time to focus on year-end strategies and planning for the year ahead. Symmetry has several resources you can use to help clients, especially around taxes and planning. We also have tools to help you map out your business strategy for 2024.
Advisors, please note:
- Custodians are experiencing higher than normal volumes resulting in delays in processing requests.
- Symmetry is working hard to ensure that all requests are processed in a timely manner.
- We strongly suggest that requests that need to be processed by the end of the year be sent to us within 5 business days before the custodian’s deadline.
Year-End Checklist
How can you help clients wrap up the year—and prepare for a successful 2024? Use this handy checklist to encourage conversations about upcoming strategies you can implement.
Marketing Diagnostic
Our self-diagnostic tool will help you think through your marketing and branding to ensure you’re not missing any key elements.
Strategy Canvas
A powerful long-term planning tool than can help you define your competitive advantage and decide where best to spend time and resources in order to succeed in the future.
Referral Guide
Leverage this quick reference Guide, containing best practices from our advisor community, to help find the right clients to grow your business.
Estimated Capital Gain Distributions
- AQR Funds: Estimated Income and Capital Gain Distributions 2023
- Dimensional Fund Advisors: Estimated Year-End Distributions 2023
- COMING SOON: Vanguard: Preliminary Estimated Year-End Distributions 2023
- COMING SOON: 2023 Structured Models Estimated Gains Distributions
- Mutual Funds 2023
- Mutual Fund Models
- COMING SOON: PrecisionCore
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.
Symmetry Partners, LLC does not provide tax advice. Please note that (I) any discussion of U. S. tax matters contained in this material cannot be used by your for the purposes of avoiding tax penalties; (ii) this communication was written to support the promotion or marketing of the matters addressed herein; and (iii) you should seek advice based on your particular circumstances from an independent tax advisor.
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