Perspective

Creating client conversations that count

Questions to help you deepen client relationships at every level of the Advice Value Stack®

Key Takeaways
  • The Fidelity Advice Value Stack® outlines how financial advisors can potentially deepen client relationships by addressing not just investment needs, but broader life goals and challenges.
  • Advisors can use thoughtful, open-ended questions to uncover clients' priorities, anxieties, and aspirations, enabling advisors to provide more tailored and impactful guidance.
  • To help advisors start these conversations, Fidelity created a list of discussion questions that can spark new areas of dialogue with clients.  
  • The questions probe for clients’ thoughts on managing money, achieving goals, creating peace of mind and finding fulfillment.  
  • Engaging clients' spouses or partners in conversations can reveal additional opportunities to strengthen financial plans and foster trust.
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Creating client conversations that count
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Advice Value Stack Client conversations Client experience Life events

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