Fidelity Growth HubSM
Prospect marketing and sales for your business
Build a more robust client pipeline with lead generation strategies designed for busy financial advisors.
Bring more leads through your door with smarter financial advisor marketing strategies
According to recent Fidelity research, 39% of investors who hired a new advisor in the past year found them through channels other than a referral.1
Firm leaders and advisors are exploring a variety of prospect marketing opportunities to bring in new business, including sales enablement, centers of influence (COI) strategies, traditional prospecting methods, lead optimization strategies, and social selling solutions.
In the Prospect section of the Growth Hub, you'll learn how to:
- Identify best-fit clients
- Build a holistic, multi-channel engagement machine
- Attract and support client throughout their life cycle.
Fifty percent of advisors identify new client acquisition as a challenge.2 How do you go to market with a consistent brand and compelling story? And how do you meet prospects where they are and deliver that message?
Having an effective marketing strategy can attract a consistent stream of new clients to your business. Learn how to tell your story and become a magnet for your firm’s best-fit clients today.
How to tell your story
Get to know your clients at a deeply intimate level and act on that knowledge effectively to elevate their client experience.
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Digital marketing and your brand
Explore why digital marketing is essential to integrate into your marketing plans as you look to build an enduring brand.
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How and where do growing firms focus? Meet the individuals who lead the charge for their firms, and learn more about where they concentrate their efforts.
Harness client referrals the right way
Referrals from existing clients are the main source of qualified leads (56%) filling a firm's pipeline today.3 Discover below how you can employ client engagement as a tactic to grow share of household and new client referrals, and effectively “ask without asking.”
Understanding how to drive client referrals through client events and COIs is key to maximizing your growth potential.
Cultivate strong COI relationships to build a stronger specialist network
While referrals from existing clients are a large opportunity for growth, don’t overlook leads generated by your centers of influence. According to a recent Fidelity study, one in five qualified leads are generated through COI.4 Explore our resources below to see how you can create mutually beneficial relationships through joint events and advisory boards.
Learn how you can invest in a strong network to help boost your firm's organic growth.
Create a high impact sales process to accelerate growth
Creating an effective marketing and sales plan starts by documenting your goals and identifying target markets. Find out how implementing this upfront process will allow you to align the tactics you use with a sales funnel and execute across a broad set of channels.
Check out how to develop strategies and learn practical tips for driving growth through three powerful channels: sales, referrals, and COIs.
See how we can help you leverage the right technology and solutions to run your business and deliver exceptional experiences.
Insights for running your business
Stay on top of wealth management trends and ideas to optimize your firm with our growth-minded strategies and how-to resources.
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CatchlightSM
Explore the award-winning organic growth platform designed to help you increase AUM through AI-powered lead data and insights.
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Practice management
Discover how to transform your firm into a future-ready practice by leveraging our proprietary research, proven frameworks, and industry-leading insights.
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Want to know more?
Let's connect on growth strategies and solutions designed just for advisors like you.
Growth Hub: Get started
Kick-start your business’s organic growth journey with our dedicated advisory tool kit.
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Growth Hub: Expand
Transform your book of business into profitable long-term client relationships with our how-to guides and resources.
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1. Source: The 2024 Fidelity Investor Insights Study.
2. Source: U.S. Advisor Metrics 2023: Specializing for Growth and Differentiation, Cerulli Associates, 2023.
3. Source: U.S. Advisor Metrics 2023: Specializing for Growth and Differentiation, Cerulli Associates, 2023.
4. Source: The 2023 Fidelity Financial Advisor Community—GrowthTech and AI Study.