Andrea Loin, Associate Director, Marketing, shares her Symmetry experience.
I started my career in life insurance and helping captive life insurance agents push policies through year-end for their money, for their benefits. And then when I had the chance to move to Connecticut with the life insurance company, a position opened up with a Financial Advisor here at Symmetry.
That was when I switched from life insurance to finance. I fell in love with working with Advisors, helping them grow their business, and figuring out the best ways to put them back in front of their clients. That’s what I enjoy on a day-to-day basis.
We stand hand-in-hand with the Advisor. We’re helping them—not just selling them portfolios, not just selling them on investments. We’re helping them every single day to grow their business and we’re consulting with them. We’ll sit down with clients with them. We’ll show them the best ways to market themselves, put themselves out there, to get the referrals from their current clients.
We’re not just here saying, “Here are our investments.” We’re here saying, “We’re in this with you. Let’s grow your business.
I head up our marketing department, and over the years our marketing department went from being reactive to what's happening in the industry to realizing that helping the Advisors meant we had to be proactive.
We have our blog, white papers, and individual pieces Advisors can use with clients. And our marketing team can also help them take a look at their current digital ecosystem:
We come in, consult, and figure out where can we help an Advisor with the marketing inside of their business to put them back in front of their clients and prospects, so they can do what they’re best at—and let us do what we’re best at.
No one is above anyone else. If you have a set idea that you can only do something because it’s part of your role, you’ll lose out on learning all the other stuff—all the fun stuff.
If I said, “It’s not my job or it’s not in my role to do this,” I would have missed out on helping an Advisor leave a firm that didn’t really showcase that he existed, helping him start his own shop, and giving him the marketing and the tools to run it. And today he’s successful.
I would have missed out on that if I had said, “I’m going to stay in my lane.” So always know that yes, you have a role, but there are other things you can do to keep it interesting, and you should be a part of it all.
The best advice I’ve both given and received is: Always keep learning. Things keep changing. Keep learning. Keep educating yourself to better yourself, to better your position, to better your company, to better your clients. Keep educating and growing yourself because it does pay off in the end.
Our firm runs on talent, skill, experience, and teamwork. Watch the Symmetry Spotlight video series to learn more about the professionals behind Symmetry’s client services, marketing, and investment strategies.
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