Would you cold call for a year if it meant you had a steady client list afterward?

This question addresses your approach to working smarter versus working harder. It also tests how familiar you are with Fidelity's approach and methodologies. "Financial planning is a little different at Fidelity. There's no cold calling or prospecting. Everyone from Financial Consultants and Private Client Specialists, to Branch Office Managers and Wealth Management Advisors are all focused on making sure our customers get the most out of their investments and their relationship with Fidelity by providing needs-based financial planning and wealth management expertise."