13 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

    • Business
    • 4.6 • 13 Ratings

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 3 Ep 1: The 'New Normal' in the Wealth Management Industry

    Season 3 Ep 1: The 'New Normal' in the Wealth Management Industry

    Planning looks different today: virtual experiences, increased volatility and insecurity, and acceleration of life events. Host Marc Squires is joined by Sanjiv Mirchandani and Seth Streeter to discuss how the past year has changed our industry.

    Season 2 Ep 6: How the Growth Engines Can Work Together

    Season 2 Ep 6: How the Growth Engines Can Work Together

    Marc Squires is joined again by Mike Durbin, head of Fidelity Institutional, to look back at the insights shared this season and discuss how growth engines work together to help advisors move their business forward.

    Season 2 Episode 5: Emotional Quotient (EQ)

    Season 2 Episode 5: Emotional Quotient (EQ)

    Marc Squires is joined by Fidelity's Nicole Connolly and guests Mordechai Fishman, JSF Financial, and Jay Lipman, Ethic, to discuss the emotional quotient (EQ) and how firms can help investors align their values with their financial lives.

    Season 2 Episode 4: Intelligence Quotient

    Season 2 Episode 4: Intelligence Quotient

    Marc Squires talks with Fidelity's Anand Sekhar and John Poulton from Brown Advisory explore intelligence quotient (IQ) and the shift to a focus on giving clients information, expertise, and solutions they need in a new way.

    Season 2 Episode 3: Exploring Digital Quotient

    Season 2 Episode 3: Exploring Digital Quotient

    Marc Squires talks with Fidelity's Tricia Haskins and Gina Bradley from The Colony Group to explore digital quotient (DQ) and using technology to improve productivity, introduce revenue streams, and create a better customer experience.

    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.

Customer Reviews

4.6 out of 5
13 Ratings

13 Ratings

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