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SPOTLIGHT
The Time-Value Equation: Strategic time management for financial advisors
Advisors report “lack of time” as their #1 barrier to growth. See how our Time-Value Equation can help you reallocate your time to foster organic growth and provide additional value to clients.
Make smart decisions about your time with the Time-Value Equation
Rather than seeing a lack of time as inevitable, how can advisors and firm leaders become stewards of time to better focus on what’s most important? The Time-Value Equation can help you be more intentional about how you spend your time—leading to potentially higher realized value, like organic growth or deeper client relationships.
This framework focuses on three key drivers of growth: who you spend your time with, what you focus on during client engagements, and how you allocate your time across tasks.
Who: Spend time with the right clients
Segment clients based on asset level and planning complexity, then simplify and automate services to free up capacity for high-impact relationships and greater family engagement.
What: Help clients improve their finances and lives
Ask clients what’s on their minds. You’ll build trust and uncover ways to move up the Advice Value Stack®—so you can support their whole lives and not just their investments.
How: Maximize resources to free up time for clients
Adopt new technology, outsource, or delegate lower-value activities—and reinvest time in high-impact work like serving your most valuable clients and cultivating new relationships.
The Time-Value Equation: Optimizing time to unlock growth
As client wealth and needs expand, wealth management leaders and financial advisors hoping to grow must consider maximizing their most precious resource: time.
Tapping into the Time-Value Equation
How advisors can unlock greater productivity, deepen client relationships, and create more-sustainable growth.
5 time management lessons for financial advisors
How Fidelity’s Time-Value Equation can help you grow your practice, avoid burnout, and spend more time on what matters most.
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Spotlight
UHNW Hub: Finding success in ultra-wealth management
Considering a move into the ultra-high-net-worth (UHNW) market? Explore our white paper and hub to learn what it takes to attract and serve the ultra-wealthy—and how Fidelity can help.
Perspective
Beneficiaries are more than a name on a line
Insights from the Fidelity Center for Family Engagement show how to help drive organic growth by leaning into generational wealth conversations.
Spotlight
AI in wealth management
Artificial intelligence (AI) is rapidly evolving, with applications like ChatGPT taking this old field of study to new heights. Find out more about this technology, its risks, and its potential to transform the future of wealth management.
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