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Practice Management Sharpens the Way You Do Business

Issue 1 May 2007

Pershing understands how little time you have to keep on top of today’s financial products and services. To help you stay ahead of the learning curve, we offer free, comprehensive, practice management support for investment professionals.

You can rely on Pershing’s practice management programs to complement your business-building efforts and deepen client relationships. And you can leverage our experts to better understand Pershing offerings, develop effective sales strategies, and access turnkey marketing support materials.

Get to Know Pershing’s Powerful Solutions
INSITE™, Pershing’s annual Financial Products and Services Conference, showcases a premier program of speakers, exhibits, and educational sessions. The goal of INSITE is to help you prepare for the growing financial needs of your clients and provide you with the tools and resources necessary to achieve success and grow your business. INSITE 2007 will feature a number of world leaders and industry experts, including General Colin L. Powell, USA (Ret.), former United States Secretary of State; Dr. Laura D’Andrea Tyson, former National Economic Advisor to President Clinton and Chairman of the White House Council of Economic Advisors; Dr. Tony Alessandra, best-selling author and business strategist; and Maddy Dychtwald, leading authority on generational marketing and demographics. Continuing education credits are also available.

This year’s conference is scheduled for June 6-8, and will be held at The Westin Diplomat Resort & Spa in Hollywood, Florida. For more information or to register, please visit our web site at INSITE2007.com or send an e-mail to INSITE@Pershing.com.

Our Professional Seminar Program, led by Pershing experts, offers you opportunities to learn about investment and technology solutions designed to build your business and increase your overall productivity. Featuring a variety of timely topics, we design our seminars to bring investment professionals together with sponsor firms for educational purposes. CFP^® Board continuing education credits are also available. These regional events are held in such major cites as Boston, Los Angeles, Miami, New York, Pittsburgh, San Francisco, San Juan, and Santiago, Chile.

In addition, Pershing’s On-Demand Presentations provide you with quick overviews of Pershing’s products and services, whether you are in the office, at home, or on the road. These presentations tell complete Pershing product stories through an intriguing mix of visuals, voice, and access to attached reference materials. Currently available topics include:

Avail^®
Directed Trust Services
FundVest^®
LoanAdvance^®
Portfolio Evaluation System^® (PES^®)
ProCash Plus^®
Professional Seminar Program
RealAdvance^™
Subscribe^®

Internet access is all you need! Future presentations will be available for Certified Financial Planner Board (CFPB) continuing education (CE) credits. For more information, please e-mail productconsulting@pershing.com.

Product conference calls and e-Learning sessions provide product overviews, actionable ideas, success stories, industry updates, and valuable competitive information. The timing and frequency of these sessions are designed to match your needs.

Targeted product marketing, including an extensive selection of marketing collateral, sample prospecting letters, statement messages, and inserts. We also offer product consultation, such as Pershing product specialists who are available to speak on targeted products and provide articles for newsletters.

Pershing’s Training Services are dedicated to helping you succeed by providing the in-depth knowledge of our products and services you need to compete more effectively. Our training tours, for example, are coordinated regionally for financial organizations located in specific geographical locations. You receive the information, training, and personalized attention you deserve:

Through an onsite visit for a hands-on experience
In a classroom setting
Demonstration-style, in a conference room setting
On an individual or group basis

Upcoming tours are planned for cities including Atlanta, Boca Raton, Boston, Los Angeles, Palm Beach, Phoenix, as well as selected locations in certain states, including Alabama, Colorado, Iowa, Tennessee, and New York—to name just a few.

Our training workshops are coordinated regionally with focused, hands-on training in a classroom setting. Investment professionals are invited to attend these group sessions, where you learn more about Pershing’s applications and services, while networking with peers from other financial organizations. Upcoming workshops are being planned for Dubai, Panama, London, Jersey City, and Oak Brook.

...our Practice Management program will provide the assistance you need to reach more goals...

Pershing’s e-Learning program helps you to build your business over the long term by quickly mastering the intricacies of many of Pershing’s systems. For example, you could take advantage of this free professional training opportunity by logging in to NetExchange Pro^®, then clicking through to the Learning Center in The Source.

This page provides information about e-Learning’s two newest topics:

NetExchange Pro for New Users
Home Office Messages

It will also guide you through the nearly 20 NetExchange Pro topics that are proven business-builders for generations of satisfied Pershing customers. Here’s a peek at some of what we will be offering in the upcoming months.

Account Services
Account Transfer Initiation
Alerts
Check Request Initiation
Document Processing
e-Analytics
Federal Fund and Journal Request Initiation
Fixed Income Tools
Managing Model Portfolios and Order Blasting
Managing Retirement Accounts
Managing Your Work Basket, Approval Process, Monitoring Trade Breaks
NetExchange Pro Best Practices
Order Approval Browse - Workflow, Retirement Distributions
Order Entry in NetExchange Pro
Report Center
Service Center
Trade Change Management System (TCMS) with Real-Time Matching Activity Monitor (RTTM)

These general training sessions are open to all Pershing customers and have been created to help you become more familiar with the different functions available through NetExchange Pro and Ops Center. Each session lasts approximately one hour. Best of all, they will repeat regularly, with additional offerings rotating in and out of the lineup, so you are sure to get the training information you need within a convenient timeframe. Check out our schedule today at http://distancelearning.pershing.com. Registration is not required. It is recommended, however, that participants test their ability to connect to Pershing’s distance learning site.

Let’s Partner For Your Success
Today’s most successful investment professionals know when to go it alone and, more importantly, when to reach out for the business-planning help they need to remain competitive. At your request, our Practice Management program will provide the assistance you need to reach more goals, while meeting or exceeding your standards for service excellence. To get started, please contact your financial organization today.