Welcome to the New Client Institute
At Fisher, we believe education is the cornerstone of trust, transparency and long-term investing success. That’s why we created the New Client Institute—to equip you with the knowledge and confidence to navigate your long-term investment journey and understand what to expect as a valued Fisher Investments client. Designed with your unique preferences in mind, this program offers a tailored experience, empowering you to explore the key aspects of your financial future—on your terms.
Flexible Participation Options
We believe every client is unique, which is why the New Client Institute offers flexible options to suit your needs and preferences. While we encourage all new clients to participate, you can choose the format that works best for you. You can participate in one, two, or all three formats—whatever fits your schedule and interests. We’ll send you an email with a registration link for each event, and your Client Service Team will be available to assist with any questions.
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New Client Summit (In-Person Events)
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Webinars (Live & On-Demand)
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Book Club
Experience Live Insights, Connections and Hospitality
Make the most of your Fisher relationship by attending a New Client Summit. Held at premier venues, these half-day events immerse you in timely insights and meaningful connections. You’ll hear directly from Fisher leaders during dynamic presentations, connect with other new clients and participate in engaging breakout sessions with our Financial Planning counselors. Enjoy Fisher hospitality with catered meals and, if desired, an overnight hotel stay for your convenience.
Additional Details
You are welcome to bring your spouse or significant other to share in this experience. Simply include their information when completing the event registration form. For attire, business casual is recommended, but feel free to dress in a way that makes you comfortable while enjoying an upscale setting. If you have dietary restrictions, please let us know your preferences during registration and we will ensure your needs are accommodated.
Learn at Your Own Pace
Explore New Client Institute content through live and on-demand webinars designed to fit your schedule. These 60- to 90-minute sessions provide valuable insights to help you achieve your long-term financial goals. Topics include understanding our approach to wealth management, tips for navigating market volatility, financial planning, resources available to you exclusively as a Fisher Investments’ client and more.
Transform Your Investing Perspective
Sharpen your investing mindset with a fresh perspective while having fun along the way. Join us as we explore The Only Three Questions That Count by our founder, Executive Chairman and Co-Chief Investment Officer—Ken Fisher—a four-time New York Times bestselling author and renowned investor. This isn’t your typical book club. Together, we’ll tackle Ken’s three transformative questions:
- What do you believe that’s actually false?
- What can you fathom that others find unfathomable?
- What’s your brain doing to blindside you now?
Through engaging discussions, we’ll challenge conventional thinking, explore new ways to approach markets and uncover strategies to navigate today’s complex financial landscape. Expect meaningful conversations, unique perspectives and a deeper understanding of the forces shaping the financial world.
What You’ll Gain
Fisher Investments’ New Client Institute is more than just an educational program—it’s a gateway to meaningful insights and tools that inform your decision-making and enrich your financial journey. Our goal is to deliver real value, tailored to your needs and preferences. Through this personalized experience, you will gain:
- Exclusive Insights: Hear directly from Fisher leadership on topics that matter most to today’s investors.
- Practical Strategies: Walk away with actionable takeaways you can put into practice immediately.
- Meaningful Connections: Build relationships with other Fisher clients in an enriching, comfortable setting.
How to Register
Stay tuned! We will send you an email with a link to register for all New Client Institute events. If you have any questions or need assistance, feel free to reach out to your Client Service Team at (800) 550-1071 or email us at NewClientInstitute@fi.com.
Build the Foundation for Your Financial Future
The New Client Institute is your gateway to a deeper understanding of your financial future and the tools to navigate it with confidence. Whether you attend a New Client Summit, join a webinar, or participate in the book club, each experience is designed to empower you with knowledge, insights, and connections that support your long-term goals. We’re here to guide you every step of the way.
If you have any questions about the New Client Institute or need assistance, your Client Service Team is ready to help. Contact us at (800) 550-1071 or by email at NewClientInstitute@fi.com.