Mapping the Future of Your Business
The world around us is changing. At the macro level, we are experiencing socioeconomic tremors, a changing customer base, and transformation in business and technology. In the wealth management industry, clients are not only looking for advice on asset allocation and investments, but also on achieving peace of mind and life goals. Firms need to be aware of what's happening around them at every level to help successfully map the future of their business.
Putting the "Future Map" Together
The Future Map shown below illustrates different levels of the world in which we operate. At the center, the New Advice Value Stack shows what we believe customers look for in a valued relationship, and the New Growth Engines offer suggestions for delivering that value. At the same time, firms must be aware of shifts in the wealth and investment management ecosystem, as well as the changing macro environment around us.
For illustrative purposes only.
A Closer Look at the Layers of the Map
Watch Fidelity's Mike Durbin explain different layers of the Future Map and how your firm can apply learnings from the framework to help map its own future.-
The Macro Environment
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The Value Stack and New Growth Engines
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The Wealth and Investment Management Ecosystem
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Common Threads in the Future Map
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- Information provided in this document is for informational and educational purposes only. To the extent any investment information in this material is deemed to be a recommendation, it is not meant to be impartial investment advice or advice in a fiduciary capacity and is not intended to be used as a primary basis for you or your client's investment decisions. Fidelity and its representatives may have a conflict of interest in the products or services mentioned in this material because they have a financial interest in them, and receive compensation, directly or indirectly, in connection with the management, distribution, and/or servicing of these products or services, including Fidelity funds, certain third-party funds and products, and certain investment services.
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