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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
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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 BehaviorUnderstand 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 MOMENTSHelp 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 EducationAttend 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.