Foundation
Transition to a fee-based model
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 moving to a fee based model
Review the shifting wealth management landscape and the steps you can take to enhance your offering to your business to help meet evolving client needs. You’ll learn:
- The benefits of shifting to a fee-based model
- Best practices for defining new business models
- Guidance on how to transition clients
- Insights and case studies from Fidelity's research
Explore Fidelity's actionable insights
Additional foundation workshops
Integrate Financial Planning
Today's clients are expecting more from their advisors that just investment management solutions. Incorporating financial planning into your practice should give you a deeper understanding of your clients needs and concerns - and a tremendous opportunity to demonstrate your overall experience and deliver more value to your clients.
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.
Wealth Advisory Institute (WAI)
Tools and actionable insights to help get you closer to becoming a holistic wealth manager.