The financial services business is booming. The keyword being “services.” Because as millions of existing and new retirees look for help, the demand for service is stretching some firms’ capacity to help them. Not Fidelity’s, because, as you know, Fidelity is #1.
With all the talk about robo-advisers, one fact remains with automated services; nothing can replace a live conversation with a financial adviser. I know my customers. I know when their emotions are high, and that’s something I don’t see a robot catching.
Service is a huge part of getting your finances right. I know you don’t want or need to be stuck in some (800)-number phone cue. You never will when you’re working with me. Instead, you only make a call, tell me the problem, and I solve it. Easy to understand is it not?
Action Line: Make sure you’re with a firm that’s investing in you. Make sure you secure the services of a firm that’s the best in the industry, like Fidelity. Waiting on hold is not what you want to do in retirement—just a guess.
Michael McDonald writes at Bloomberg:
Fidelity Investments plans to hire 4,000 people over the next six months as the money manager benefits from this year’s turmoil while some of its rivals struggle.
The Boston-based firm said Tuesday the additions will be in areas including financial advisers and customer service agents, and represent a 15% increase in associates who focus on clients.
Millions of new and existing customers are opening accounts, increasing trading activity and contributing additional savings, Fidelity said in a statement.
E.J. Smith - Your Survival Guy
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