Create an Integrated and Efficient Advisory Firm
Symphony brings all of the AdvisorTouch solutions together into a single, integrated offering to help your firm achieve the operational scale necessary to profitably manage growth.
What is Symphony?
Symphony combines all of the AdvisorTouch training and resources on the four critical areas in an advisory firm—Systems and Operations, Technology, Practice Management, and Human Capital —to help you create The Integration Practice® you need to grow.
Whether you’re a beginning advisor or a seasoned veteran, Symphony provides everything you need to inspire you and your team to provide a higher and more consistent level of client service.
Delivered through a combination of our online platform with training and resources, Symphony gives your firm full access to all of our resources such as:
Our full library of
Symphony Delivers Unlimited Access to
Exceptional Learning Resources
We deliver eight video sessions online so they’re accessible when training is convenient for you.
Deborah’s proprietary planning process addresses each major area your firm needs for success in today’s competitive environment.
for Your Growing Firm
Built from Deborah Fox’s successful years as an advisor, our templates give you the complete guide to creating an integrated and systematized approach to growing your practice.
We built the industry’s first workflow system to be pre-loaded into a CRM so it’s ready to use on day one. Redtail receives each continuous update we make so your team is always current with our latest template additions and enhancements.
A La Carte Options for Advisors
Symphony provides an integrated and complete solution of all the services we offer, but if your needs
call for a more narrow focus, you can select each AdvisorTouch solution independently.
Symphony is cloud-based for exceptional convenience.
Access your training and materials anytime, from anywhere, whenever you need them.