William Chettle: On Brand, Experience, Persuasion, and the Little Things

Sometimes it’s the little things that make a big impact. In this episode of 16 Ways from Sunday, I interview William Chettle, the Director of Experience and Engagement for Symmetry Partners.  William is responsible for helping Symmetry and its affiliated companies build greater brand awareness, foster deeper engagement with clients and enhance their overall experience. …

Five Reasons Why Every Advisor Should Know About Donor Advised Funds

The following blog post was originally published in the National Christian Foundation: If you’re a professional advisor or know someone who is, you’ll want to read and share this great article on the benefits of using NCF Giving Funds.  It’s no secret that mutual funds catapulted stock market investing. Mutual funds provided an easier way …