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 ebook

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 ebook

The 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.

MANAGING THE MONEYACHIEVING GOALSPEACE OF MINDFULFILLMENT

A Framework to Articulate Value and Organize for Success

The Advice Value Stack articulates how investors assign value in the advice relationship.

Fulfillment

Working toward the achievement of life's purpose and leaving a legacy.

2/3 of Millennial and Gen Z investors want upper value stack deliverables from their advisors—planning, peace of mind, and fulfillment of their life goals.

Peace of Mind

Helps investors feel less anxious and more in control of their financial lives.

83% of investors believe that making them feel confident about their money and knowing that they're going to have enough in the future should be a part of what they pay for when working with an advisor.

Achieving Goals

Financial planning is critical to helping investors set and reach goals around retirement, college, and charitable planning.

63% of non-advice users would like to work with a financial advisor who helps them on an ongoing basis as they try to stick to their financial plan and reach their goals.

Managing the Money

This is the foundation of financial advice; it includes everything from asset allocation to insurance to cash flow.

79% of all advised investors agree with the following statement: "I don't care if my advisor uses other experts to figure out the mix of investments in my portfolio, just as long as my advisor provides oversight and makes sure it fits my needs."

5 Steps to Stand Out in Every Environment

Learn the implementable steps you can take to transform your business.

Learn more

The Decade of Generational Wealth

Learn about eight strategic imperatives to help grow your future business through generational family conversations.

Learn more

Related insights

Products

Fidelity Model Portfolios

Accessing Fidelity's powerful portfolio management capabilities, our model portfolios can help you manage investments effectively so you can add value for your clients in other ways.

Learn more

Products

Separately Managed Accounts

Learn why advisors are using Fidelity's separately managed accounts models (SMAs) to better serve their clients' unique and complex financial goals.

Learn more

Products

Fidelity Managed Account Xchange® (FMAX)

An open architecture wealth advisory platform that integrates investment planning and consulting with portfolio construction and investment vehicles.

Learn more

Products

Fidelity Portfolio Quick Check®

Analyze, compare, and optimize your investment strategy in minutes with an on-demand portfolio construction tool designed to give you quick, actionable insights to help improve your portfolio.

Learn more

Products

Explore Integration Xchange

Build a better client and advisor experience with access to hundreds of integrations to help you drive efficiency and differentiate your business.

Learn more
 
 

There was an issue with your input

 
 
 

Please confirm