Transform for the future

In their words

Start your transformation by gaining insights from these industry leaders below. Their stories can help inspire you to take your next step toward defining your future-ready business.

Create
CREATE
Own
OWN
Harness
HARNESS
Lead
LEAD
Defy
Defy
Break
Break
Dare
Dare
Rise
Rise
Aspire
Aspire
Drive
Drive

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CREATE a new standard of excellence

“We took the path of most resistance and created a firm that delivers a true luxury experience for our clients.”

Benjamin Sax, Partner
Jennie Sowers, Partner
KORE Private Wealth

For more information visit Working With Us >

OWN the road ahead

“You're either an entrepreneur or you're not. You need to be willing to take the risk.”

Shannon Eusey
CEO, Beacon Pointe Advisors

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RISE above the rest

“ The key to our business is advice. How we combine technology and our advisors to deliver advice sets us apart. ”

Rhomes Aur
CEO, FTB Advisors, Inc.
EVP, First Tennessee Bank

For more information visit Working With Us >

DEFY the status quo

“ In today's complex business environment, it's important to be more innovative and open minded. Challenge accepted. ”

Amy Webber
President & CEO
Cambridge Investment Research, Inc.

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ASPIRE to stand out

“ I was tired of the industry treating us as robots. So we created a behavioral wealth management firm to bring the human element into the picture ”

David Geller
CEO & Co-Founder
JOYN

For more information visit Working With Us >

DARE to take the leap

“ I'll forgive myself for anything I tried and failed, but I won't forgive myself for not trying. ”

Michael Farr
CEO & Founder
Farr, Miller & Washington

For more information visit Working With Us >

BREAK the mold

“ We were constrained in our ability to provide the type of financial advice our clients deserved — so we solved that problem by going independent. ”

Darren Henderson
Founding Partner
Corient Capital Partners

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Drive the experience

“ We do more than manage money — we help people live meaningful lives. ”

JASON GORDO
Head of FinLife Partners West, United Capital

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Lead by example

“ Our business is open to everyone, and we want to reach all of our diverse communities. ”

SALENE HITCHCOCK-GEAR
President
Individual Life Insurance and
Prudential Advisors

For more information visit Working With Us >

Harness
your advantage

“ We're creating the future of financial advice in both its delivery and consumption — with the core of that being the financial advisor. ”

ADAM MALAMED, EVP & COO
CARLY MAHER, SVP Enterprise Initiatives
Ladenburg Thalmann

For more information visit Working With Us >

  • Fidelity Investments is an independent company, unaffiliated with the firms on this page. There is no form of legal partnership, agency affiliation, or similar relationship between Fidelity and the firms mentioned herein, nor is such a relationship created or implied by the information herein.
Tags: Future ready, clients, insights, industry trends
 
 

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