Sponsored by Fidelity Investments
Market forces and advancements in technology mean being a strictly investments-focused DC advisor won’t cut it for long. Employers are seeking help bringing a holistic approach to employee health, financial wellness, and work-life engagement. Fidelity partnered with WealthManagement.com to survey advisors about this changing landscape. While it’s clear that advisors are already adopting practices to offer more services, more can be done to ensure they are giving their clients what they need.
Read on to develop your own modern advisor playbook, to coach your clients to meet their broader benefits objectives. Strategies include:
- Managing health care costs
- Reducing administrative burden
- Taking on fiduciary responsibilities
- Building your network to provide a broader range of products and services