Consulting services and practice management
Build your practice more efficiently, stand out from the competition, and prepare for the future with the support of Fidelity’s Client Consulting group—an experienced team focused on your success.
Accelerate your next chapter of growth
When it comes to evolving and driving your business forward, Fidelity’s Client Consulting group can help. Our wealth management insights, technology solutions, and practice management programs are designed to help you build your practice efficiently, stand out from the competition, and prepare for the future. Working with us means you’ll benefit from our:
Data-driven approach
We believe data helps drive informed decisions. Our approach is grounded in fact-based research and insights.
Commitment to innovation
We strive to uncover and provide the best insights from our clients, the industry, and Fidelity as a whole. Our practice management and technology consulting approach is never static; it’s constantly adapting and responding to your clients’ needs and today’s shifting advisory landscape.
Experienced team
Your success depends on working with the best people. That’s why our team is made up of highly experienced and dedicated individuals, including an in-house market research group. Our associates have firsthand knowledge of and experience with all facets of the industry and can offer you unique insights and perspectives.
We help firms launch, grow, optimize, and protect their businesses
Our teams’ proven experience and deep expertise can help your firm navigate the complex wealth management landscape
Business consulting
Explore how we can meet you at any stage of your business by delivering a wide spectrum of practice management insights and programs tailored to your needs.
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Technology consulting
Discover how to navigate today’s complex technology challenges with our team’s insights, experience, and solutions that can help you drive growth for your business.
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Resources you can access across all consulting engagements and events
Fidelity Enterprise Insights
Get ideas for your own firm by accessing Fidelity’s state-of-the-art best practices.
Connection to Ecosystem Partners
Seamlessly access hundreds of practice management providers through the Fidelity Alliance Network.
Fidelity practice management resources
Explore our data-rich and personalized content.
Advisor on-demand learning
Discover how you can use our complimentary learning platform to deepen your knowledge on various topics or integrate our educational programs with your own advisor training initiatives.
Want to know more?
Let’s talk about driving your business forward.