6 episodes

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

    • Investing

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.

    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 min
    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 min
    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 min
    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 min
    Episode 2: Managing the money

    Episode 2: Managing the money

    Fidelity's Matt Goulet and Paul Ma join Gregory Pinto of Baystate Financial to discuss Managing the money. Hear about investment outsourcing, portfolio construction, and other ways to increase value for your clients.

    • 21 min
    Episode 3: Achieving goals

    Episode 3: Achieving goals

    eMoney's Matt Schulte and Fairhaven Wealth Management's Marc Horner offer insights into Achieving goals. Hear about goals-based planning and how certain tools can help make the experience simple, scalable, and repeatable.

    • 23 min

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