Skip Header

Building profitable practices

We understand your job is about so much more than financial advice. It’s often about running your business too, with all the highs and lows that brings.

So, we’ve created a range of guidance and support items designed to help you with the hard and soft skills needed to achieve even more success for your business.

Skip to section

The benefits of balance

Fidelity recently surveyed over 12,000 women across the globe to determine how they feel about their work, employee benefits, and overall wellbeing. Take a look at what being ‘well at work’ looks like.

Download the infographic

Group of workers looking at laptop

Let’s talk productivity

Does basic admin often distract you from profit-generating projects? According to research, advice firms only spend 35%* of their time on client meetings. The rest is tied up in business, compliance and staff development needs.

There’s a lot to consider. But taking steps to maintain consistently high productivity can lead to a sustainable and even more profitable practice.

6-min read

*Research by Model Office, published by Money Marketing 2022.

Recruiting the stars of tomorrow

Recruitment is an important part of keeping your practice growing. But it could be more pressing than you know. The average adviser is in their mid-50s and over 50% of practitioners are expected to retire over the next 10 years.

On the plus side, this might be great news for your business – as long as you have the right talent on your side.

5-min read
Female worker presenting to male colleague

Female adviser talking to clients

Why connecting with clients is crucial

The relationship you have with your clients is one of, if not the most, important aspects of keeping your practice profitable. And the Consumer Duty requirement for ‘fair value’ has further underlined the need for softer skills and empathy.

Emphasising emotional intelligence is crucial for advisers. Anything that closes the ‘trust gap’ between you and your pool of potential customers can only help your firm’s future.

6-min read

Connecting with clients calendar

Regular communication is one of the best ways to build stronger, longer lasting relationships with your clients – as long as it’s relevant and helpful. This calendar is designed to help you keep up that dialogue throughout the year, with thought starters and communication ideas.

10-min read
Two colleagues looking at a laptop

Two colleagues looking at a laptop

Preparing your business’s future

Your business could be a national firm, or maybe it’s just you and your partner making a difference in your local community. Regardless of size, it’s important to consider what will happen when you decide to move on.

4-min read

Your transition planning journey

It’s hard to imagine what’ll happen when you retire or decide to move on. But that doesn’t mean you can’t, or shouldn’t, start planning now. Looking ahead can make sure your clients and business are well looked after for the long run.

6-min read
Male worker staring out the window


The restless workforce

The annual Fidelity Global Sentiment Survey aims to understand the attitudes and actions of employees around the world in four areas: overall well-being, financial habits, retirement readiness, and well-being in the workplace.

This year’s findings show that a significant number of employees are reporting a combination of sentiments that is causing many to feel “restless” at work. Our report illustrates what contributes to making one feel restless at work and how to address this within your workforce.

Take a look

Related content

Financial wellness

Financial wellness is about having a good relationship with money. Here we present a number of articles you can share with your clients that explore different aspects of managing money and finance.

Women in financial planning

Fidelity’s Women and Money campaign seeks to understand many of the challenges women face when it comes to financial empowerment.

Adviser research

Fidelity conducts and sponsors a wide range of research studies that consider topics of interest and concern to advice practitioners.