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    Business

    FinPoint™

    Fidelity’s latest podcast series explores the new thinking on today’s shifting wealth management industry.

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    Latest Episodes:
    Season 2 Episode 4: Intelligence Quotient Sep 01, 2020
    Show notes

    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 Episode 3: Exploring Digital Quotient Aug 11, 2020
    Show notes

    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 Jul 23, 2020
    Show notes

    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.

    Season 2 Episode 1: Introducing the Growth Engines Jul 01, 2020
    Show notes

    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 Mar 12, 2019
    Show notes

    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 Mar 05, 2019
    Show notes

    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.

    Meet FinPoint Jan 07, 2019
    Show notes

    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 Jan 07, 2019
    Show notes

    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.

    Episode 2: Managing the money Jan 07, 2019
    Show notes

    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 Jan 07, 2019
    Show notes

    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.

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