Until early this year, I'd been with Fidelity since the mid 1980's and had around $2M with them in a taxable and IRA accounts. My statements over the years have had fancy logos like "Preferred Services", "Premium Services" and "Fidelity Private Client Group". They never told me what those things entitled me to, I never got any invitations to events at the local offices, etc.
I made a small handful of appointments at the local office over the years, and all they wanted to do was show me their online retirement planning tool, which I knew better than they did.
For my 2016 and 2017 taxes, Fidelity gave me access to free Turbo Tax. First time they gave me anything of value. For 2018, no code and their drones actually had the balls to tell me that "my relationship with Fidelity was insufficient".
Within weeks, two of the three accounts were transferred out to Schwab who gave me 2 years of free trades, $2500 in cash, and (so far) a free dinner seminar which was actually very good.
Fidelity's reaction to losing over $1M of my business? None at all.