23 episodes
FinPoint™ Fidelity Institutional
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- Business
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4.6 • 14 Ratings
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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.
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Season 3 Ep 11: The Future of Financial Planning
In our season finale Marc Squires is joined by Fidelity's Megan Kelley and Stephen Langlois of Kestra Financial. They discuss how our industry has accelerated in last couple of years and their views on what may be on the horizon.
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Season 3 Ep 10: Approaches to Accelerate Planning Productivity
Host Marc Squires is joined by Fidelity's Amanda Robinson and Advisor Group's Micah Wei for a discussion about how advisors can implement outsourcing to help them increase productivity, deepen client relationships, and deliver more value.
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Season 3 Ep 9: Driving Client Behavior
Marc Squires is joined by eMoney's Chad Porche and Peter Gale from Prudential to discuss how advisors can help encourage behavior changes with investors.
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Season 3 Ep 8: Incorporating Digital Assets into Planning Conversations
Marc Squires is joined by Fidelity's Chris Baker and Hansen Ringer from Sepio Capital to help demystify investor conversations around Bitcoin and other digital assets.
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Season 3 Ep 7: The Evolving Investor Landscape
Fidelity's Amanda Scipione and Jamila Ramnanan of Blucora join guest host Anand Sekhar for an open discussion about today's evolving investor landscape, and how diversity is impacting the way advisors approach wealth management and financial planning.
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Season 3 Ep 6: Planning Across the Family Tree
Including family in the planning process is critical to client satisfaction. Host Marc Squires is joined by Fidelity's Tobias Donath and Kelly Maregni of Pathstone to discuss family harmony through the path of money, wealth, and estate planning.