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Activating the Advice Value Stack®
Advisor growth strategies to help build a holistic, relationship-based business to deliver across all levels of the Advice Value Stack
Download the ebookActivating the Advice Value Stack®
Advisor growth strategies to help build a holistic, relationship-based business to deliver across all levels of the Advice Value Stack
Download the ebookThe Fidelity Advice Value Stack
First introduced in 2017, the Fidelity Advice Value Stack suggests that while managing money is foundational, advisors can further add value by helping clients achieve their goals, increase peace of mind, and ultimately find fulfillment. Today, we are facing market volatility, geo-political tensions, labor shortages, rising interest rates, and layers of uncertainty. These factors have a combined impact on investor expectations as they look for security in a volatile landscape.
To address these needs, advisors must assess their businesses and see where and how they're providing value to investors. The Advice Value Stack provides a framework for how advisors can market themselves as a financial advisor, become a go-to accountability partner for their clients, and get paid for the value they deliver.
A Framework to Articulate Value and Organize for Success
The Advice Value Stack articulates how investors assign value in the advice relationship.
The above figures are from the Fidelity Investments 2022 Investor Insights Study.1
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Learn more- 1. Fidelity Investments 2022 Investor Insights Study. The study was conducted during the period August 8 through September 2, 2022. It surveyed a total of 2,490 investors, including 673 millionaires and 1,520 investors with advisors. The study was conducted via an online survey, with the sample provided by Brookmark, a third-party firm not affiliated with Fidelity. Respondents were screened for a minimum level of $50K in investable assets (excluding retirement assets and primary residence), with additional quotas by age and affluence levels.