Wealthies Circle

Wealthies Circle


Adapting To Change With Fidelity Investments’ Amanda Robinson and Bill Spera

December 03, 2021

The needs and demands of younger generations of clients are changing dramatically, and advisors are going to have to change and evolve with them. And adapting to prospect and client expectations will change how financial advisors market their services as well.


In this episode, Davis Janowski, senior technology editor at WealthManagement.com is joined by Amanda Robinson, director of model portfolios business development and Bill Spera, director of market research at Fidelity Investments. They discuss what Fidelity research has shown are some of the key differences between Gen X, Y and Z expectations as compared to their Boomer forbearers. The firm also discusses some significant recent shifts in outsourcing trends among advisors, from technology to asset management.


In this episode, you will learn:


  • Some of the challenges advisors face in today’s market
  • What different generations are looking for from their advisor
  • How technology changes the way advisors market to and interact with clients
  • How advisors’ views on outsourcing have changed over the last few years.

Resources: WealthManagement.com | Fidelity Investments | Amanda Robinson | Bill Spera


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