Advisor Value Propositions: How Advisors Showcase Their Value to Investors—and What Investors Secretly Think

BNY Mellon's Pershing


Advisor Value Propositions

When it comes to selecting advisors, prospective clients seem choosier than ever. They want to know exactly how you will improve their lives, and why they should pick you over your competitors. It isn’t always easy for advisors to judge whether they are saying the right things to the right prospective client. But now, it’s possible to answer that question in a more informed way with the help of our new study. We reveal what top advisors are saying to investors, and what investors actually think about the words they hear.

Learn what top advisors are saying, which advisor messages actually resonate with investors—and which may fall flat. The study also includes actionable information about investors’ favorite word choices, preferred information sources, social media usage and tips for putting the data to work in your own firm.

BNY Mellon's Pershing

BNY Mellon’s Pershing and its affiliates provide a comprehensive network of global financial business solutions to advisors, broker-dealers, family offices, hedge fund and ’40 Act fund managers, registered investment advisor firms and wealth managers. Many of the world’s most sophisticated and successful financial services firms rely on Pershing for clearing and custody; investment, wealth and retirement solutions; technology and enterprise data management; trading services; prime brokerage and business consulting.

Pershing helps clients improve profitability and drive growth, create capacity and efficiency, attract and retain talent, and manage risk and regulation. With a network of offices worldwide, Pershing provides business-to-business solutions to clients representing approximately 7 million investor accounts globally. Pershing LLC (member FINRA, NYSE, SIPC) is a BNY Mellon company.