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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 3 Ep 11: The Future of Financial Planning Dec 10, 2021
    Show notes

    In our season finale Marc Squires is joined by Fidelity's Megan Kelley and Stephen Langlois of Kestra Financial. They discuss how our industry has accelerated in last couple of years and their views on what may be on the horizon.

    Season 3 Ep 10: Approaches to Accelerate Planning Productivity Nov 15, 2021
    Show notes

    Host Marc Squires is joined by Fidelity's Amanda Robinson and Advisor Group's Micah Wei for a discussion about how advisors can implement outsourcing to help them increase productivity, deepen client relationships, and deliver more value.

    Season 3 Ep 9: Driving Client Behavior Oct 26, 2021
    Show notes

    Marc Squires is joined by eMoney's Chad Porche and Peter Gale from Prudential to discuss how advisors can help encourage behavior changes with investors.

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