Symphonic has developed an Intelligent Solutions Program (ISP) for our financial advisors. This program is designed to build and grow the revenues of an advisor’s practice. In order to survive in today’s industry and fiduciary environment, we believe that by following our plan for success, advisors will meet and exceed their expectations for sustainable growth. The Top Five Factors are as follows:

1. Education: Create A Unique Identity

• Advanced Investment Research and Portfolio Analytics
• Alternative Investment Strategies
• Advanced Sales and Presentation Skills
• Global Fiduciary Standards of Excellence for Investment Advisors
• Prudent Practices for Investment Advisors
• Understanding Industry Trends and How to Remain Successful
• Client Educational Support

2. Personalized Business Development Planning: Build an Intelligent Practice

• Personalized Coaching and Mentoring
• Intelligent Marketing Strategies
• Evaluation of Current Business Model vs. Industry Trends
• Efficient and Effective Practice Management Strategies
• Development of Congruent Purposes and Processes

3. Professional Development and Support: Necessary to Execute Your Business Plan

• Senior Investment Counselor Support
• Advanced Case Design and Strategy Proposal Support
• Case Presentation Assistance and Support
• Systems Training and Support
• Client Services Training and Support
• Direct Portfolio Manager Access and Support

4. Payout Design: Alignment of Client and Advisor Needs

• From Commissions and Transactions to Fee-Based Practice
• Recurring Revenue Focus

5. Payout Rate: Competitive Rates for Services Provided