Foundation
Integrate financial planning
The services clients now expect from their financial advisors involves more than just investment management. Offering financial planning should give you a deeper understanding of your clients' needs and concerns—and a tremendous opportunity to demonstrate your overall expertise.
The benefits and best practices of integrated financial planning
Learn about what a holistic wealth planning offering entails and why this approach can deepen client connectivity and help you grow your practice. You’ll learn:
- Fidelity's Advice Value Stack® and an investor's perceived value
- A case study illustrating our planning framework and its value to clients
- How technology fits into the planning process
- Developing an action plan, including which clients to focus on first, and how to incorporate planning into your marketing and business development efforts
Explore Fidelity's actionable insights
The Holistic Wealth Planning Maturity Model
Additional foundation workshops
Evolve Your Investment Footprint
Leveraging outside investment experience and optimizing your managed accounts investment solutions can give you the scale you need to help grow your business, freeing up more of your time to spend with clients.
Transition to a fee-based model
As the industry continues to shift toward a fee-based business model, we believe understanding the opportunities and potential benefits will be critical to your success.
Wealth Advisory Institute (WAI)
Tools and actionable insights to help get you closer to becoming a holistic wealth manager.