SPOTLIGHT

Activating the Advice Value Stack®

Advisor growth strategies to help build a holistic, relationship-based business to deliver across all levels of the Advice Value Stack

The Fidelity Advice Value Stack

First introduced in 2017, the Fidelity Advice Value Stack suggests that while managing money is foundational, advisors can further add value by helping clients achieve their goals, increase peace of mind, and ultimately find fulfillment. Today, we are facing market volatility, political tensions at home and abroad, high interest rates and layers of uncertainty. These factors have a combined impact on investor expectations as they look for security in a volatile landscape.

To address these needs, advisors must assess their businesses and see where and how they're providing value to investors. The Advice Value Stack provides an evergreen framework to help advisors think and re-think the value they provide to clients over time. It can help them evolve how they market themselves as a financial advisor, become a go-to accountability partner for their clients, and get paid for the value they deliver.

A framework to articulate value and organize for success

The Advice Value Stack articulates how investors deliver value in the advice relationship.

Fulfillment

Working toward the achievement of life's purpose and leaving a legacy.

2/3 of millennial and Gen Z investors want upper value stack deliverables from their advisors—planning, peace of mind, and fulfillment of their life goals.

Peace of mind

Helps investors feel less anxious and more in control of their financial lives.

51% of investors think it’s very or extremely important to talk to their advisor about anything, including their biggest fears, even if not related to money.

Achieving goals

Financial planning is critical to helping investors set and reach goals around retirement, college, and charitable planning.

56% of non-advice users would like to work with a financial advisor who helps them on an ongoing basis as they try to stick to their financial plan and reach their goals.

Managing the money

This is the foundation of financial advice; it includes everything from asset allocation to insurance to cash flow.

80% of all advised investors agree with the following statement: "I don't care if my advisor uses other experts to figure out the mix of investments in my portfolio, just as long as my advisor provides oversight and makes sure it fits my needs."

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Learn the implementable steps you can take to transform your business.

RESEARCH
The decade of generational wealth

Learn about eight strategic imperatives to help grow your future business through generational family conversations.

PRODUCTS
Fidelity model portfolios

Accessing Fidelity's powerful portfolio management capabilities, our model portfolios can help you manage investments effectively so you can add value for your clients in other ways.

PRODUCTS
Separately managed accounts

Learn why advisors are using Fidelity's separately managed accounts models (SMAs) to better serve their clients' unique and complex financial goals.