New Pershing Thought Leadership Offers Advisors Strategies to Improve Their Business Practices and Client Relationships

Thu Apr 4, 2013 10:00am EDT

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JERSEY CITY, N.J.,  April 4, 2013  /PRNewswire/ -- Pershing LLC, a BNY Mellon
company, released a new guidebook today that offers advisors the strategic
framework to successfully create client loyalty, network effectively and
maximize marketing opportunities. Entitled "An Advisor's Guide to Becoming a
Stronger Wealth Manager," the guidebook is designed to help advisors to grow
their businesses by strengthening current client relationships and establishing
new ones.   

"Over the past few years we have seen drastic changes in the financial services
industry that have had life-altering impacts on individual investors," said  Kim
Dellarocca, head of segment marketing and practice management at Pershing. "This
guidebook offers concrete steps to help advisors establish themselves as the 'go
to' resource for investors in search of comprehensive financial and investment
guidance."   

"An Advisor's Guide to Becoming a Stronger Wealth Manager," provides advisors
with the tools they need to establish greater efficiencies, as well as to
capitalize on networking and marketing opportunities.  As advisors seek to
create deeper relationships with their clients and provide them with a
"one-stop-shop" for all their investment and financial needs, this insightful
and timely guidebook can serve as an invaluable resource and proposes the
following strategic approach.  

Create Client Loyalty     
Client satisfaction and retention are among the most overlooked aspects of an
advisor's practice, and yet are so important. Advisors need to take the time to
build or rebuild their value proposition to enable them to better know, manage
and service their clients.

Network Effectively     
Networking is one of the most efficient ways to grow an advisor's business, yet
many advisors do not know how to effectively build and cultivate solid strategic
relationships that can lead to future business. To maximize networking
opportunities, advisors need to understand how their attitudes and actions will
impact their success.

Market Your Services     
Once the advisor knows how to create an exceptional client experience, these
efforts need to be turned into tangible business opportunities. This guidebook
provides methodologies for leveraging the advisor's client segmentation and
offers eight different marketing programs that can be implemented and used
immediately.   

Implementing these three components within an advisor's business takes focus,
planning and effort. The guidebook examines each component in depth and offers
actionable advice to help advisors successfully adopt a more holistic approach
and ultimately attain more profitable client relationships.  It serves as an
additional tool from Pershing's thought leadership program to help broker-dealer
customers and their advisors manage the critical factors relating to the growth
and development of their businesses.  

To obtain a copy of "An Advisor's Guide to Becoming a Stronger Wealth Manager,"
please visit  www.pershing.com.

Pershing LLC  (member FINRA/NYSE/SIPC) is a leading global provider of financial
business solutions to more than 1,500 institutional and retail financial
organizations and independent registered investment advisors who collectively
represent approximately 5.5 million active investor accounts. Located in 23
offices worldwide, Pershing and its affiliates are committed to delivering
dependable operational support, robust trading services, flexible technology, an
expansive array of investment solutions, practice management support and service
excellence. Pershing is a member of every major U.S. securities exchange and its
international affiliates are members of the Deutsche Borse, Australian Stock
Exchange, Irish Stock Exchange, London Stock Exchange and Toronto Stock
Exchange. Pershing LLC is a BNY Mellon company. Additional information is
available at  www.pershing.com.

BNY Mellon is a global investments company dedicated to helping its clients
manage and service their financial assets throughout the investment lifecycle.
Whether providing financial services for institutions, corporations or
individual investors, BNY Mellon delivers informed investment management and
investment services in 36 countries and more than 100 markets. As of  December
31, 2012, BNY Mellon had  $26.2 trillion  in assets under custody
and/oradministration, and  $1.4 trillion  in assets under management. BNY Mellon
can act as a single point of contact for clients looking to create, trade, hold,
manage, service, distribute or restructure investments. BNY Mellon is the
corporate brand of The Bank of New York Mellon Corporation (NYSE: BK).
Additional information is available on  www.bnymellon.com, or follow us on
Twitter @BNYMellon.

 


 

SOURCE  BNY Mellon


Paul Patella, +1 201 413 3609, paul.patella@pershing.com

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