Fidelity Investments on Monday announced the launch of a centralized advisor growth hub created to help firms sharpen their approach to acquiring business and expand existing client relationships.
The new hub provides strategic insights via how-to guides and on-demand courses to propel advisors through each stage of growth, according to the announcement. The platform also seeks to help advisors improve lead generation and introduce client segmentation strategies that can help firms improve profitability.
"Providing these on-demand resources allows advisors to take action in a way that best meets their unique goals, fueling their business' long-term success regardless of market uncertainty," said Rohit Mahna, head of client growth at Fidelity Institutional Wealth Management Services.
Mahna said focusing on these "controllable practices" can boost success regardless of external factors, noting that the hub launch coincides with the publication of a white paper called "Gaining Traction with GrowthTech." The analysis outlines opportunities for firms to drive scale, improve lead acquisition and future-proof their business.
