Perspective

Rethinking relationships: Insights from neuroscience offer a new model of client engagement

Explore insights from Fidelity's Center for Family Engagement that can help advisors and firms rethink what it means to be "in a relationship" with clients and families.

Key Takeaways

As brain imaging has improved, neuroscientists have identified two large-scale neural networks in the human brain: the analytic network and the empathetic network.
The critical insight from this work is that these two neural networks function antagonistically to one another, meaning when one network is activated, the other is shut down.
This thought leadership explores insights from neuroscience that can help advisors and firms rethink what it means to be "in relationship" with clients and families.

Next steps to consider

Client Insight Tool

Go beyond traditional client segmentation to understand where your revenue is coming from with our tailored insights.

Learn more

Fidelity Alliance Network

Get special access to discounts and offers on curated products and services from top names in the wealth management industry.

Learn more

Client Lifetime Value Calculator

See how much long-term value your potential clients may drive for your firm with our quick and easy tool.

Learn more

Related insights

The decade of generational wealth

In the current decade, baby boomer families are beginning to navigate generational wealth transitions. Stay prepared with our 8 Strategic Imperatives.

5 steps to stand out in every environment

Explore the 5 steps for financial advisors to stand out in any environment and benefit clients using our Advice Value Stack^®.

For important information, see the full linked content.

1175569.1

87D8964C6D19407B829BC2CCA11C8C8D

Past performance is no guarantee of future results.

Unless otherwise expressly disclosed to you in writing, the information provided in this material is for educational purposes only. Any viewpoints expressed by Fidelity are not intended to be used as a primary basis for your investment decisions and are based on facts and circumstances at the point in time they are made and are not particular to you. Accordingly, nothing in this material constitutes impartial investment advice or advice in a fiduciary capacity, as defined or under the Employee Retirement Income Security Act of 1974 or the Internal Revenue Code of 1986, both as amended. Fidelity and its representatives may have a conflict of interest in the products or services mentioned in this material because they have a financial interest in the products or services and may receive compensation, directly or indirectly, in connection with the management, distribution, and/or servicing of these products or services, including Fidelity funds, certain third-party funds and products, and certain investment services. Before making any investment decisions, you should take into account all of the particular facts and circumstances of your or your client's individual situation and reach out to an investment professional, if applicable.

Registered investment products (including mutual funds and ETFs) and collective investment trusts managed by Fidelity Management Trust Company (FMTC) are offered by Fidelity Distributors Company LLC (FDC LLC), a registered broker-dealer. Investment advisory products and services are provided by FIAM LLC, or Fidelity Diversifying Solutions LLC (FDS), both U.S. registered investment advisers. FDS is also a CFTC registered commodity pool operator and registered commodity trading adviser. Products and services may be presented by FDC LLC, a non-exclusive financial intermediary affiliated with FIAM and FDS and compensated for such services.

Before investing have your client consider the funds', variable investment products', exchange-traded products', or 529 Plans' investment objectives, risks, charges, and expenses. Contact Fidelity for a prospectus or a summary prospectus, if available, or offering statement containing this information. Have your client read it carefully.

The use of the term "advisor(s)" throughout this site shall refer to both investment advisors and broker dealers as a collective term.