Wealth Advisory Institute
Tools and actionable insights to help get you closer to becoming a holistic wealth manager.
Take your advisory practice to the next level
The Wealth Advisory Institute (WAI) is a comprehensive practice management program designed to help you align with what we believe investors value most in an advisor—empowering you to better serve your clients and optimize your practice for growth.
Valuable insights
Regardless of where you are in the development, of your practice, the Wealth Advisory Institute (WAI) provides actionable insights across foundational advisory practices, growth oriented topics, and ways to evolve your offering—driving more value for your clients and your business.
Access
WAI provides you with access to Fidelity practice management and thought leadership workshops and courses. As one of the leading financial services companies, we are able to work with other investment managers to bring you an even broader array of ideas and perspectives to help you meet the changing needs of today's investors.
The flexibility you need
We know that no two advisors are alike. To help each firm make the most of the WAI program, we provide options to customize your learning, from on-demand digital workshops to in-person engagements.
Foundation
With client trends pointing to a desire for more than traditional money management support from their advisors, it's important to take a hard look at your offering. Shifting your mindset away from investment guidance and toward holistic planning can help you build a strong foundation to grow your business while meeting the change demands of your clients.
Growth
With client trends pointing to a desire for more than traditional money management support from their advisors, it's important to take a hard look at your offering. Shifting your mindset away from investment guidance and toward holistic planning can help you build a strong foundation to grow your business while meeting the change demands of your clients.
Evolution
As your firm grows, its important to keep in mind the changing dynamics in the marketplace that can impact your practice and the livelihood of your clients. Taking a holistic view of your clients unique situations can help you better understand how certain changes and wealth transfer opportunities may impact their financial future, and how to evolve your practice and offering to meet their needs.
Explore our latest research & insights
