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This podcast will discuss the "advice value stack," and how firms can use it to help enhance their own value propositions for their clients. This in-depth exploration will focus on how firms can take action to evolve and adapt to help meet unique client needs.

FinPoint™ Fidelity Investments

    • 投資

This podcast will discuss the "advice value stack," and how firms can use it to help enhance their own value propositions for their clients. This in-depth exploration will focus on how firms can take action to evolve and adapt to help meet unique client needs.

    Season 2 Episode 2: Sustainability Quotient

    Season 2 Episode 2: Sustainability Quotient

    Marc Squires is joined by Fidelity's Charlie Phelan and guests Matt Chisolm, Commonwealth Financial Network, and Patrick Goshtigian, EP Wealth Advisors, to discuss sustainability quotient (SQ) and how their firms have showcased resiliency.

    • 28分
    Season 2 Episode 1: Introducing the Growth Engines

    Season 2 Episode 1: Introducing the Growth Engines

    Head of Fidelity Institutional, Mike Durbin, joins Marc Squires to offer insight on how growth engines can work simultaneously as a catalyst for expanding business and delivering value to customers.

    • 24分
    Episode 5: Fulfillment

    Episode 5: Fulfillment

    Ellen Goodman, Pulitzer-prize winning columnist and Abbey Henderson of Abaris Financial Group explore ways advisors can create unique plans to help ensure clients leave the legacy they want behind.

    • 20分
    Episode 4: Peace of Mind

    Episode 4: Peace of Mind

    Barnaby Riedel of Riedel Strategy and United Capital's Rosemary Caligiuri discuss this emotional level of our value stack and how advisors can help their clients achieve the peace of mind to live as they wish without worrying about money.

    • 16分
    Meet FinPoint

    Meet FinPoint

    Our latest podcast series explores the "advice value stack," and how you and your clients can benefit from it. Meet our host and hear clips from our guests as we dig into today's opportunities in the wealth management industry.

    • 3分
    Episode 1: Establishing the new advice value stack

    Episode 1: Establishing the new advice value stack

    Eric Almquist from Bain & Company and Fidelity's Sanjiv Mirchandani discuss the Elements of Value, the "advice value stack", and what they consider are the best ways for firms to move up the stack to help attract and retain more clients.

    • 27分

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