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Design a Better Business

For Advisor Use Only. Not for Public Distribution.

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partnership

For additional information regarding Symmetry Partners, LLC, please see disclosure on the back of this brochure.

Your biggest challenge as an advisor can be differentiating yourself from your competition. Partner with Symmetry and let us help you identify ways to spend more time with clients and help build a stronger more successful business with our consulting expertise, practice management guides and marketing tools.

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Our Goal is “PARTNERSHIP.” Our Focus is “YOU.”

We believe in a simple formula: more time with clients can equal a better client experience and help build a stronger, more successful business.

Leveraging Symmetry’s marketing and practice management offerings helps provide you with more time to spend in front of clients, giving you the opportunity to educate, establish trust, and increase the visibility of your business and your value! We have identified 5 critical steps that successful advisors utilize. This guide will walk you through each of the steps of the marketing engine, as well as identify how Symmetry can help you execute each step.

partnership

ENGAGEREVITALIZE

ON-BOARDPROSPECTSTRATEGIZE

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Symmetry Partners is built on the belief that you and your clients benefit most when you can maximize the delivery of quality service and advice.

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Support your business with

an experienced team of sales

consultants and marketing

professionals that are enthusiastic

about helping advisors grow their

businesses, while also helping them

to deliver an exceptional investment

experience. Our team is available

for conference calls, webinars and

office meetings.

Broadcast your unique investment

vision and style to your desired

clientele. Symmetry’s branding

solutions are designed to help

you distinguish yourself from the

competition and gain recognition

in your marketplace.

branding

Your biggest challenge as an advisor

is how to deliver more of yourself to

your clients. Let us help you identify

ways to spend more time with

clients and build a stronger, more

successful business with our practice

management guides and tools.

Practice ManageMent consultation

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Strategize

Mapping your company’s competitive advantage and developing a targeted business strategy are the first steps in building a better business. Segmenting your book of business according to the type of clientele you serve allows you to better leverage your strengths, reinforce your points of differentiation, and maximize opportunities for referrals.

Once you have identified the client markets you wish to target, you must communicate the unique value that you provide. A unique positioning statement can help you articulate the value of your practice and can serve as an essential marketing tool.

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STRATEGIZE

How Symmetry Can Help• Unique Positioning

Statement Workbook• Target Markets Guide• Advisor Choice Branding

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Prospect

Knowing how to properly position yourself and your value in order to gain more referrals, while capitalizing on opportunities as they arise, is essential to ensuring the growth of a business.

Support your prospecting efforts and nurture existing client relationships by increasing the strength and recognition of your brand within your community. This can occur through a referral strategy, client events, or a targeted marketing strategy. The better you communicate your value, the more likely you are to gain new client relationships.

PROSPECT

How Symmetry Can Help• Referral Program• Prospecting Events• Prospecting Videos• Customizable Mailers• Digital Media

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On-board

Successfully integrating new client relationships is one of the best ways to lay the foundation for fruitful and long-lasting partnerships with your clients, thereby enabling you to engage with them on a higher level. Successful client on-boarding has the potential to transform traditional client relationships into relationships where truly loyal clients become your best advocates.

ON-BOARD

How Symmetry Can Help• Client On-Boarding Kit• Client On-Boarding Guide

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Engage

Client engagement is defined by wallet share, referral activity, and loyalty. But, it also includes the emotional facets of customers’ experiences: how they feel about a brand and its employees. This makes client engagement a superior measurement for retention, and it’s one of the most important drivers of a successful business. Strengthen the relationships you have with your clients through on-going and systematic client communications and events.

ENGAGE

How Symmetry Can Help• Client Appreciation Events• Client Advisory Board Program• Client Education Videos• Client Communications Program

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Revitalize

As your business grows and matures, your clients will likely change too. Be sure to reevaluate your communication strategy regularly against shifting demographics, industry standards, regulations, etc. to identify what, if anything, needs to change. It is essential to the continued success of your business that you and your brand stay at the forefront of communication trends and client needs.

REFINE

How Symmetry Can Help• Marketing Evaluation

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success

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To learn more about Symmetry Partners’ Marketing and Practice Management solutions, call us at 800-786-3309 or visit us at symmetrypartners.com/designabetterbusiness.

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For Advisor Use Only. Not For Public Distribution.

Symmetry Partners, LLC is an investment advisory firm registered with the Securities and Exchange Commission. 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 (including the investments and/or investment strategies recommended or undertaken by Symmetry Partners LLC), or any non-investment related content, made reference to directly or indirectly in this material will be profitable. Due to various factors, including changing market conditions and/or applicable laws, the content may no longer be reflective of current opinions or positions.

Please be advised it is the financial advisor’s responsibility to check with its own Broker-Dealer/Registered Investment Adviser Compliance Department for usage requirements.

151 National Drive | Glastonbury, CT 06033

symmetrypartners.com

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