Resources

Gaining a deep understanding the problems that customers face is how you build products that provide value and grow. It all starts with a conversation. You have to let go of your assumptions so you can listen with an open mind and understand what’s actually important to them. That way you can build something that makes their life better. Something they actually want to buy.

Take a look at some of our most popular resources below.

To see our whole suite of marketing and research collateral, click to become and Advisor Partner and gain access to our MySymmetry Advisor Portal.

Brochures

Growing Your RIA Business Brochure

This brochure details Symmetry’s wide range of customizable services and support for RIAs.

Invested In Your Goals

This brochure speaks to who Symmetry Partners is and our belief in the power of partnering with an Advisor.

Marketing Collateral

Working Together For You - RIA Value Chain

Working Together for You - RIA Value Chain Offers a brief look at the roles of all participants in the investment chain - from client to custodian - and the value provided by each. This piece allows for user customization.

Don't Panic

It's difficult to maintain a positive outlook when the media inundates us with stories of economic doom and gloom every day.

Poor Track Record for Active Managers

Active managers have historically had a hard time beating their benchmarks. This chart looks at how managers have fared over the last 15 years, including their average underperformance.

Evaluating Your Marketing Effectiveness

One of the biggest challenges facing Advisors today is differentiating yourself and your practice. How do you stand out from others? Use this checklist to help you think through the key elements of successful marketing and branding

Strategy Canvas

Provides advisors the ability to plot their factors of competition against their competitors to ultimately determine the areas in which additional resources, expertise, etc are required to differentiate themselves in their industry.

Presentations

Invested In Your Goals

Learn how to explain your value and the fundamentals of Evidence-Based investing to clients. This presentation provides a simple, powerful way to showcase everything you do, from planning to investments to behavioral counseling.

Understanding Why

Introduce Symmetry's low-cost, tax efficient and broadly diversified investment solutions to your clients with this brief presentation.

Upcoming Webinars and Events

Take a look at some of our upcoming educational webinars and events. For the full schedule, Click Here.

February

2021

Getting Started with PrecisionCore

4 PM ET

Take the next steps

Click to sign up for our Advisor Portal and get access to our full suite of research and marketing collateral