Perspective

Creating client conversations that count

Questions to help you deepen client relationships at every level of the Advice Value Stack^®

Key Takeaways

The Fidelity Advice Value Stack^® outlines how financial advisors can potentially deepen client relationships by addressing not just investment needs, but broader life goals and challenges.
Advisors can use thoughtful, open-ended questions to uncover clients' priorities, anxieties, and aspirations, enabling advisors to provide more tailored and impactful guidance.
To help advisors start these conversations, Fidelity created a list of discussion questions that can spark new areas of dialogue with clients.
The questions probe for clients’ thoughts on managing money, achieving goals, creating peace of mind and finding fulfillment.
Engaging clients' spouses or partners in conversations can reveal additional opportunities to strengthen financial plans and foster trust.

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Creating client conversations that count

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