Strategies for Growing Your Practice

Access Fidelity’s expertise and insight

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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
  1. 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?

  2. 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.

    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.
  4. 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.


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