Simplifying Income & Protection for Client Portfolios with Rich Romano

Rich Romano is the CEO and Founder of FidX, a platform focused on growing business while bringing the value of guaranteed income and protection solutions to clients in the easiest way. 

Doug and Rich sat down at the Envestnet Advisor Summit and talked about how client portfolios can be simplified through a consistent experience. They also discuss

  • How advisors should think about annuities and incorporating them into their practice
  • How advisors can increase their control of the accumulation phase
  • Strategies clients should be offered to maximize their experience
  • The ways FidX increases turnover time to help with client’s needs quicker
  • How FidX provides a single investment service to help advisors add value to their clients’ experiences

Resources: FidX

Related: The Attainability of a Digital Ecosystem with Mike Scaplen & Gary Wiedman