EXPAND
Expand your business with our client service model
Uncover strategies and solutions that can help you deepen your existing client relationships—all while expanding your share of wallet.
Discover how deeper client relationships can help you build long-term value
While a robust pipeline of prospective clients can help create short-term success, building lifetime value may boil down to investing in the clients you already have. In our Expand section of the Growth Hub, we’ll introduce you to key information, research, and tools that can help you invest in creating more meaningful—and profitable—client relationships.
To develop a successful, long-term relationship with clients, it starts with making the transition to your firm as seamless as possible. Uncover the steps you can take to help optimize your new client onboarding process now.
Build better client engagement and loyalty with a more personalized approach
In a recent Fidelity study, more than half (54%) of investors say that their advisors don’t offer any customized digital experiences.1 Our resources can help you collect the right kind of data throughout the client journey, so you can build a more personalized approach that may enhance the overall client experience.
Gaining client feedback
Explore three steps to understanding your clients—listening, measuring, and acting—so you can foster loyal client relationships.
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Collecting client insights
Discover the "four Cs" approach to deepening client engagement: collect information, capture it in an accessible location, and capitalize on what you've learned, all while demonstrating compassion.
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How to become a more holistic wealth manager
Expanding your relationship with clients often requires being able to meet a range of their investment and financial needs. Indeed, more than two in five advised investors expect more services than investment management from their advisor.1 Learn how the resources below can help you meet your clients where they are through a broad, holistic offering.
An approach to financial planning to help advisors advance their practice.
Implementing a plan to engage with clients around their life events can help you better understand all aspects of their lives, including how certain changes and wealth transfer opportunities may impact their financial future.
See our training options to learn how to become a holistic wealth manager and help clients achieve their goals beyond money management.
Transition to a fee-based model White Paper
Grow your advisory business by engaging the entire family
Fidelity analysis shows that households in which the next generation is engaged generate 160% of the revenues and 270% of the profits of households without family engagement.2 View the resources and tactics you can use to help grow your future business through generational family conversations today.
Find out how the next generations can help your firm grow—and what you can do to win their business.
Broaden your investment capabilities
There’s no one-size-fits-all approach when it comes to offering investment strategies to your clients. Eighty-two percent of investors with advisors are interested in personalized products and 62% are willing to pay more for customization.3 Plus, there is demand for investment products beyond mutual funds and ETFs, so offering a range of capabilities to meet client needs for personalization, tax minimization, and diversification becomes more important. Learn how you can expand your investment offering (or partner with other specialists) to become a go-to source while authentically building trust with clients.
Explore how product innovations and technology advances help advisors balance performance goals with personalized client preference to embrace investment evolution.
Next steps to consider
See how we can help you leverage the right technology and solutions to run your business and deliver exceptional experiences.
Fidelity Alliance Network
Get special access to discounts and offers on curated products and services from top names in the wealth management industry.
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Client Insight Tool
Go beyond traditional client segmentation to understand where your revenue is coming from with our tailored insights.
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Client Lifetime Value Calculator
See how much long-term value your potential clients may drive for your firm with our quick and easy tool.
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Fidelity Managed Account Xchange® (FMAX)
Discover how our wealth advisory platform may enhance the way you deliver investment advice—while driving efficiency across your business.
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Want to know more?
Let's connect on growth strategies and solutions designed just for advisors like you.
Growth Hub: Prospect
Start building your book of business with effective lead generation strategies, prospect marketing tips, and more.
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Growth Hub: Scale and optimize
Increase productivity and optimize your model to spend time where it matters most.
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1. Source: The 2023 Fidelity Investor Insights Study.
3. Source: Enhancing Investors Trust: 2022 CFA Institute Investor Trust Study.