THE UVIEW:
FIVE WAYS ASSET MANAGERS CAN EMPOWER ADVISORS IN 2021
- Integrate digital prospecting into their outreach strategy:
Those asset managers who can show advisors how to use the new digital tools to sharpen their prospecting strategy will provide a highly valued educational service to those who need it most. - Broaden scope to consider new relationships:
Asset management can also help advisors expand their reach by familiarizing them with the new, emerging, demographic segments. - Show advisors how to revisit their value proposition:
With the right educational tools in hand advisors can undertake their own competitive analysis and determine what their real value proposition should be. - Provide thought leadership content:
Customized, non-product content can nurture a prospect’s interest along their journey from prospect to client. - Assist home offices in “putting the algorithms” to work:
Educational tools can show home office decision makers how digitization adds scale and efficiency to relationship building.
“Virtualization has changed not only how advisors have to operate but what the clients prefer.”
— Stephen Benjamin, Fidelity Investments
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Fidelity Disclosures: Fidelity and ULICNY are independent, unaffiliated entities. The views expressed are as of the date indicated; unless otherwise noted, the opinions provided are those of the speaker or author and not necessarily those of Fidelity Investments.
Fidelity Institutional (FI) provides clearing, custody, or other brokerage services through National Financial Services LLC or Fidelity Brokerage Services LLC, Members NYSE, SIPC.