Improving the planning experience
Focusing on the fundamentals of client service.
- Financial planning can be a gateway to additional opportunities for advisors, but a high-quality experience is important for client satisfaction.
- Fidelity interviewed investors who work with financial planners to understand the drivers behind a satisfactory planning experience. We found that satisfaction was not based on gimmicks or tricks.
- A satisfactory planning experience comes down to mastering the fundamentals of client service.
Client Insight Tool
Go beyond traditional client segmentation to understand where your revenue is coming from with our tailored insights.
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Practice Management
Let our proprietary research, industry expertise, and commitment to innovation help transform your practice into a future-ready firm.
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Fidelity Portfolio Quick Check®
Analyze, compare, and optimize your investment strategy in minutes with our free on-demand digital portfolio analysis tool.
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