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.

Download the presentation:

Mapping the Future
Mapping the Future
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