New Website Helps Advisers Connect With Women

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wealthmanagement.com - Symmetry Partners, a turnkey asset management provider that has $7.4 billion in assets under management and advisement, launched a new microsite Monday with resources to help advisers find, market to and connect with female investors. The “Working With Women Investors” page includes a workbook for advisers, brochures targeted towards women investors, a guide to seminar and event planning, and various communication templates to assist in more personalized client engagement. Symmetry said the firm would also conduct webinars throughout the year featuring leading advisers among female investors and the strategies they are employing to target the demographic. “We’re no longer talking about a niche market, but rather a self-sustaining and formidable segment of the investment landscape that we believe is still drastically under-addressed by the financial advising community as a whole,” said Symmetry’s marketing strategist Connie Yan. “The goal of our program is to help them do just that by placing tangible resources and actionable advice at the fingertips of the advising community.”

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