FinPoint™
Fidelity's latest podcast series explores the new thinking on today's shifting wealth management industry.
Business 1 évad 12 rész
Season 2 Ep 6: How the Growth Engines Can Work Together
32 perc
2. évad 1. rész
Marc Squires is joined again by Mike Durbin, head of Fidelity Institutional, to look back at the insights shared this season and discuss how growth engines work together to help advisors move their business forward.
Season 2 Episode 5: Emotional Quotient (EQ)
23 perc
2. évad 1. rész
Marc Squires is joined by Fidelity's Nicole Connolly and guests Mordechai Fishman, JSF Financial, and Jay Lipman, Ethic, to discuss the emotional quotient (EQ) and how firms can help investors align their values with their financial lives.
Season 2, Ep4: Intelligence Quotient
17 perc
2. évad 1. rész
Marc Squires talks with Fidelity's Anand Sekhar and John Poulton from Brown Advisory explore intelligence quotient (IQ) and the shift to a focus on giving clients information, expertise, and solutions they need in a new way.
Season 2 Ep 3: Exploring Digital Quotient
31 perc
2. évad 1. rész
Marc Squires talks with Fidelity's Tricia Haskins and Gina Bradley from The Colony Group to explore digital quotient (DQ) and using technology to improve productivity, introduce revenue streams, and create a better customer experience.
Season 2 Episode 2: Sustainability Quotient
28 perc
2. évad 1. rész
Marc Squires is joined by Fidelity's Charlie Phelan and guests Matt Chisolm, Commonwealth Financial Network, and Patrick Goshtigian, EP Wealth Advisors, to discuss sustainability quotient (SQ) and how their firms have showcased resiliency.
Episode 1: Introducing the Growth Engines
24 perc
2. évad 1. rész
Head of Fidelity Institutional, Mike Durbin, joins Marc Squires to offer insight on how growth engines can work simultaneously as a catalyst for expanding business and delivering value to customers.
Episode 5: Fulfillment
20 perc
1. rész
Ellen Goodman, Pulitzer-prize winning columnist and Abbey Henderson of Abaris Financial Group explore ways advisors can create unique plans to help ensure clients leave the legacy they want behind.
Episode 4: Peace of Mind
16 perc
2. rész
Barnaby Riedel of Riedel Strategy and United Capital's Rosemary Caligiuri discuss this emotional level of our value stack and how advisors can help their clients achieve the peace of mind to live as they wish without worrying about money.
Episode 2: Managing the money
21 perc
4. rész
Fidelity's Matt Goulet and Paul Ma join Gregory Pinto of Baystate Financial to discuss Managing the money. Hear about investment outsourcing, portfolio construction, and other ways to increase value for your clients.
Episode 3: Achieving goals
23 perc
3. rész
eMoney's Matt Schulte and Fairhaven Wealth Management's Marc Horner offer insights into Achieving goals. Hear about goals-based planning and how certain tools can help make the experience simple, scalable, and repeatable.
Meet FinPoint
3 perc
6. rész
Our latest podcast series explores the "advice value stack," and how you and your clients can benefit from it. Meet our host and hear clips from our guests as we dig into today's opportunities in the wealth management industry.
Episode 1: Establishing the new advice value stack
27 perc
5. rész
Eric Almquist from Bain & Company and Fidelity's Sanjiv Mirchandani discuss the Elements of Value, the "advice value stack", and what they consider are the best ways for firms to move up the stack to help attract and retain more clients.
