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Align Your Portfolio Construction Approach to Client Priorities
Your clients need you to build effective, efficient portfolios that deliver the results they count on, especially in today's volatile market.
How can you address the changing expectations of your clients?
Many advisors have built their practices managing the expanding wealth of baby boomers, who may still be among your most important clients. But our surveys of investors show that 62% of Generation X and Generation Y want their advisors to provide comprehensive services that go beyond money management.1
Do you need to change your value proposition?
As your practice evolves, you could find yourself helping your clients address new priorities, including work-life balance and financial freedom, helping them achieve their goals, peace of mind, and, ultimately fulfillment. Many advisors say they want to allocate more time to helping clients with those objectives.
How can you add new services without diluting your core value?
To meet your clients' expanding needs, you may have to become more efficient in how you manage their money. You need a reliable team that offers a full range of capabilities, insights, and resources. We offer a personal relationship and a suite of services and capabilities built around Fidelity's breadth and depth of money management expertise.
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How We Approach Portfolios
We look beyond conventional wisdom when constructing portfolios around clients' financial goals.Learn More
See What Portfolio Quick CheckSM Can Reveal
This online tool offers a fast, deep analysis of any client portfolio, assessing multiple factors of composition and performance.Learn More
- 1. Source: 2017 Fidelity Investor Insights Study. The 2017 Fidelity Investor Insights Study was an online, blind study conducted during the period of January 18 through February 13, 2017. It involved 1,367 20-minute (on average) online interviews, with the sample being provided by TNS, a third-party research firm not affiliated with Fidelity. The study was focused on understanding affluent investors' attitudes, goals, behaviors, and preferences related to investing, wealth management, and advice. Target sample included respondents across affluence levels, from $50,000 to more than $10 million in total investable assets, excluding 401(k) and real estate investments. “Millionaires” defined as $1 million or more in total investable assets. Gen X/Y=ages 21-51, Boomers+=age 52+.