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Client Insight Tool
Powerful insights and ideas that help increase your firm's profitability.Request a consultation
Revenue Weighted Age Concentration Risks Next-Gen Engagement
Household Segmentation Cost-to-Serve Profitability Benchmarks
Revenue Yield Analysis Impact of a Minimum Fee Pricing Dispersion
How it works
Engage with Us
Contact your Fidelity representative and obtain a data collection template.
Fill out the data collection template per the provided guidelines and return it to your Fidelity Representative.
Within a few weeks, our team of consultants will provide a tailored analysis, including ideas for improving and sustaining your firm's profitability.
Fidelity will work with you to implement strategies, products and solutions based on the analysis and track their progress over time.
Client Insights Tool in Action
Service Offering Changes for an $850M RIA
- Firm B identified a need to efficiently engage with the next generation of their clients and source new younger clients to create a more sustainable firm for the future
- Firm B used Fidelity Practice Management resources to create a new business development strategy focused on engaging younger clients through targeted events and online content
- A scalable digital advice solution was implemented to help efficiently serve those younger clients
For illustrative purposes only.