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Guidance, The Fidelity Way

Published on Nov 19, 2015

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PRESENTATION OUTLINE

1.

GUIDANCE

THE FIDELITY WAY
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2.

FUNDAMENTAL GUIDANCE

THE FOUR PILLARS
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3.

COMPLEX GUIDANCE

  • Retirement Income Planner
  • Retirement Quick Check
  • Portfolio Review
  • Income Strategy Evaluator
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4.

WPO

5.

2014 GOALS

  • CEI top box
  • NPS 60
  • AUM
6.

NOT A "NICE TO HAVE"
THIS IS WHAT WE ARE!!

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7.

Abby's Vision
"To deliver the best customer experience in the financial industry"

8.

What are you going to do in your next coaching session to inspire your team and ensure that they engage clients in guidance conversations every opportunity they get?

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Muraly Jayaram