FinPoint™ Podcast
Season 2 explores new thinking on the shifting wealth management industry.
The second season will pick up where it left off in season one— activating the Advice Value Stack with Growth Engines that deliver value. Host Marc Squires, Fidelity’s senior vice president and head of Wealth & Brokerage Platforms, will lead discussions with industry professionals to help firms implement the Growth Engines that can maximize their value propositions for their clients.
This in-depth exploration will focus on taking action to evolve and adapt to enhance their businesses and the overall client experience.
Introducing the Growth Engines
Discover how they can help drive growth
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.
Moderator: Marc Squires, SVP and Head of Wealth & Brokerage Platforms, Fidelity
Panelists:
Mike Durbin, Head of Fidelity Institutional
Sustainability Quotient
How sustainable is your growth?
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.
Moderator: Marc Squires, SVP and Head of Wealth & Brokerage Platforms, Fidelity
Panelists:
Charlie Phelan, VP, Practice Management & Consulting, Fidelity, Patrick G. Goshtigian, CFA® President and CEO, EP Wealth Advisors, LLC, Matt Chisholm, SVP, Practice Management, Commonwealth Financial Network
Exploring Digital Quotient
Does your digital strategy bring in business?
In this episode, 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.
Moderator: Marc Squires, SVP and Head of Wealth & Brokerage Platforms, Fidelity
Panelists:
Tricia Haskins, VP, Digital Strategy & Platform Consulting, Fidelity Gina Bradley, Chief
Operating Officer, The Colony Group
Intelligence Quotient
How do you curate information for clients?
In this episode, Marc Squires talks with Fidelity’s Anand Sekhar and John Poulton from Brown Advisory to explore intelligence quotient (IQ) and the shift to a focus on giving clients information, expertise, and solutions they need in a new way.
Moderator: Marc Squires, SVP and Head of Wealth & Brokerage Platforms, Fidelity
Panelists:
Anand Sekhar, VP Practice Management & Consulting, Fidelity Investments, John Poulton,
Strategic Advisor, Brown Advisory
Emotional Quotient (EQ)
Make deeper connections with a strong Emotional Quotient.
Marc Squires is joined by Fidelity’s Nicole Connolly and guests Mordechai Fishman, JSF
Financial, and Jay Lipman, Ethic, to discuss the emotional quotient (EQ) and how firms can help investors align their values with their financial lives.
Moderator: Marc Squires, SVP and Head of Wealth & Brokerage Platforms, Fidelity
Panelists:
Nicole Connolly, Head of ESG Investing and Portfolio Manager, Fidelity Investments,
Mordechai Fishman, Managing Director, JSF Financial LLC, Jay Lipman, Co-founder, Ethic
How the Growth Engines Can Work Together
Grow your business. Deepen relationships. And activate Growth Engines
Marc Squires is joined again by Mike Durbin, head of Fidelity Institutional, to look back at the insights shared this season and discuss how growth engines work together to help advisors move their business forward.
Moderator: Marc Squires, SVP and Head of Wealth & Brokerage Platforms, Fidelity
Panelists:
Mike Durbin, President, Fidelity Institutional
Season One
This inaugural podcast season will discuss what is called the “new advice value stack,” and how firms can use it to help maximize their own value propositions for their clients. This in-depth exploration will focus on how firms can take action to evolve and adapt to help meet unique client needs.
Host Marc Squires, Fidelity’s senior vice president and head of Business Management, will lead discussions with industry professionals to help uncover insights that advisors can use to enhance their businesses and the overall client experience.
Establishing the new advice value stack
What do today’s clients value in their financial advisor?
Eric Almquist from Bain & Company and Fidelity’s Sanjiv Mirchandani discuss the Elements of Value, the “new 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.
Moderator: Marc Squires
Panelists:
Sanjiv Mirchandani, President, Fidelity Clearing & Custody Solutions
Eric Almquist, Partner, Bain & Company
Managing the money
Meeting client needs and providing more
value
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.
Moderator: Marc Squires
Panelists:
Matt Goulet, SVP of Model Portfolios, Fidelity Institutional Asset Management
Paul Ma, VP & Lead Portfolio Strategist, Fidelity Institutional Asset Management
Gregory Pinto, Partner & Senior Financial Planner, Baystate Financial
Achieving goals
Financial planning is easier and more collaborative than ever before
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.
Moderator: Marc Squires
Panelists:
Matt Schulte, SVP of Financial Planning, eMoney Advisor
Marc Horner, Founder, Fairhaven Wealth Management
Peace of mind
What drives clients’ financial lives—and how they fulfill their emotional needs
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.
Moderator: Marc Squires
Panelists:
Barnaby Riedel, Co-Founder and Chief Research Strategist, Riedel Strategy
Rosemary Caligiuri, Managing Director, United Capital
Fulfillment
Achieving life’s unique purpose–the ultimate goal for clients
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.
Moderator: Marc Squires
Panelists:
Ellen Goodman, Co-Founder, The Conversation Project
Abbey Henderson, President & Founder, Abaris Financial Group
