Perspective

Understanding the growth engines

Strategies for Activating the Advice Value Stack®

Key Takeaways
  • As firms race to stay ahead of seismic shifts in the advice industry— rapid technology advancements, compressed fees, and increased regulation to name a few—client acquisition and retention remain a high priority for firm growth. Yet the client relationship has never been more complicated: Rising expectations, increased options, and growing interpersonal disconnection have made the advisor–client relationship a work of art.
  • Fidelity introduced the Growth Engines and Advice Value Stack framework to help firms understand how they can deliver greater value to investors. The Advice Value Stack explains the values that investors are craving, and the four Growth Engines describe ways for firms and advisors to deliver that value.
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