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.
Consulting expertise that can help your business thrive
Are you finding it a challenge to create your business strategy? Or maybe you need help with client segmentation. No matter the topic, the goal of our consulting group is to help clients wherever they are in their journey. That’s why our business consulting includes a variety of ways you can engage with our team.
Organic Growth
Target the right clients with the right offerings and modify your approach as investor needs change.
Topic areas: Business development, marketing, client engagement
Inorganic Growth
Achieve greater scale and efficiency, and compete with increasingly large competitors.
Topic areas: Mergers & acquisitions, advisor recruiting
Business Strategy & Innovation
Create focus to capitalize on market opportunities by defining clear strategies for sustainable long-term success.
Topic areas: Strategic planning, succession planning, segmentation & profitability, talent, emerging topics (e.g., AI and crypto)
Business & Op Models
Confidently determine best-fit op models or make breakaway decisions with support of Fidelity’s comprehensive, execution-ready framework.
Topic areas: Affliation models, advisor productivity, ultra high net worth
How our team can work with you
We offer a variety of ways to engage with our team, working across multiple touch points to address your specific practice management needs.
Engagement types:
Sharing our expertise at events
Want to know more?
Let’s talk about driving your business forward.
Fidelity 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.
Related resources
Client Insights Tool
Powerful insights and ideas that help increase your firm's profitability.
Learn more
Mergers & Acquisitions
Create focus to capitalize on market opportunities by defining a clear strategy and business model for the long term.
Learn more
Growth Hub: Powerful advisor growth strategies
Is your business ready for the next step? Let Fidelity's Growth Hub guide you on your journey, with deep insights and how-to resources designed for growth-minded advisors.
Learn more