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Strategies for Growing Your Practice
Access Fidelity’s expertise and insight
Fidelity offers you sharp insight as well as practical resources
Take advantage of access to Fidelity’s perspectives and investment management resources as you help clients meet their financial goals
A Framework to Articulate Value
Activating the Advice Value StackSM
As firms race to stay ahead of seismic shifts in the advice industry—rapid technology advancements, compressed fees, and increased regulation to name a few—client acquisition and retention remain a high priority for firm growth.
In today's environment, advisors are in a unique position to deliver tremendous value but how can your firm deliver that value?Client Behavior
Understand Your Clients
Understanding what clients think and feel and what motivates them to act enables you to be proactive in helping them achieve their goals.LIFE'S BIG MOMENTS
Help Clients Navigate Life Events
Today, clients seek more than investment advice—they want expert, empathetic guidance across every key life moment.
Learn how to start the conversation, organize a plan, lead the team, and reinforce your value.Continuing Your Education
Attend Fidelity Presentations and Conferences for CE Credits
Keep up to date with your certifications through our programs.
Browse presentations that are offered for CE credit and request a speaker for your next event. If you’ve recently attended an event, submit your request for CE credit.
Information provided in this document is for informational and educational purposes only. To the extent any investment information in this material is deemed to be a recommendation, it is not meant to be impartial investment advice or advice in a fiduciary capacity and is not intended to be used as a primary basis for you or your client's investment decisions. 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 them, and 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.
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. Fidelity Institutional Asset Management (FIAM) investment management services and products are managed by the Fidelity Investments companies of FIAM LLC, a U.S. registered investment adviser, or Fidelity Institutional Asset Management Trust Company, a New Hampshire trust company. FIAM products and services may be presented by FDC LLC, a non-exclusive financial intermediary affiliated with FIAM and compensated for such services.
Before investing have your client consider the funds', variable investment products', or exchange traded products' investment objectives, risks, charges, and expenses. Contact Fidelity for a prospectus or a summary prospectus, if available, containing this information. Have your client read it carefully.
The use of the term "advisor(s)" throughout this site shall refer to both investment and broker dealers as a collective term.