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SPOTLIGHT
Activating the Advice Value Stack®
Advisor growth strategies to help build a holistic, relationship-based business to deliver across all levels of the Advice Value Stack
The Fidelity Advice Value Stack
First introduced in 2017, the Fidelity Advice Value Stack suggests that while managing money is foundational, advisors can further add value by helping clients achieve their goals, increase peace of mind, and ultimately find fulfillment. Today, we are facing market volatility, political tensions at home and abroad, high interest rates and layers of uncertainty. These factors have a combined impact on investor expectations as they look for security in a volatile landscape.
To address these needs, advisors must assess their businesses and see where and how they're providing value to investors. The Advice Value Stack provides an evergreen framework to help advisors think and re-think the value they provide to clients over time. It can help them evolve how they market themselves as a financial advisor, become a go-to accountability partner for their clients, and get paid for the value they deliver.
A framework to articulate value and organize for success
The Advice Value Stack articulates how investors deliver value in the advice relationship.
Fulfillment
Working toward the achievement of life's purpose and leaving a legacy.
2/3 of millennial and Gen Z investors want upper value stack deliverables from their advisors—planning, peace of mind, and fulfillment of their life goals.
Peace of mind
Helps investors feel less anxious and more in control of their financial lives.
51% of investors think it’s very or extremely important to talk to their advisor about anything, including their biggest fears, even if not related to money.
Achieving goals
Financial planning is critical to helping investors set and reach goals around retirement, college, and charitable planning.
56% of non-advice users would like to work with a financial advisor who helps them on an ongoing basis as they try to stick to their financial plan and reach their goals.
Managing the money
This is the foundation of financial advice; it includes everything from asset allocation to insurance to cash flow.
80% of all advised investors agree with the following statement: "I don't care if my advisor uses other experts to figure out the mix of investments in my portfolio, just as long as my advisor provides oversight and makes sure it fits my needs."
The above figures are from the Fidelity Investments 2024 Investor Insights Study.1
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1. The 2023 Fidelity Investor Insights Study The study was conducted November 7, 2023, through December 19, 2023. It surveyed a total of 2,100 investors, including 696 millionaires. The study was conducted via an online survey conducted by an independent firm not affiliated with Fidelity Investments. Respondents had to have at least $50K or more in total household investable assets (excluding employer-sponsored plan assets and primary residences), and to meet quotas by age and affluence. Respondents had sole or shared financial planning decision-making responsibility for household. Gen Y/Z includes those aged 21–42. GenX includes those aged 43–58. Boomers+ includes those aged 59+. The results of the study are weighted to reflect the target populations of age and assets based on the Federal Reserve Survey of Consumer Finances (SCF).
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