Driving Growth Through Multigenerational Relationships

BNY Mellon's Pershing

04/16/2021

Driving Growth Through Multigenerational Relationships

Activate a strategy for retaining your best clients, growing your assets and attracting a new generation of investors. Extend the bonds you’ve built with clients to engage their family members today. This new program combines expert-driven webinars, action-planning tools, and best-practice insights to help financial professionals transform their business into a destination for families.

The Opportunity

Wealth is transitioning every day. Turn risk into reward by enhancing relationships with current clients and the next generations of their families.

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Watch the webcast replay: Click here to view webcast transcript


Cultivate Relationships

Nurture relationships with the spouses and children of clients to increase revenues over the long term. Focus on the ongoing dynamics of all members of a client’s family to create actionable roadmaps.

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Watch the webcast replay: Click here to view webcast transcript


Become the Destination for Families

Offer wealth solutions designed to meet clients’ needs at every stage of life. Provide access to other business specialists as an “orbit of expertise” to increase your value to their clients and clients’ families.

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Watch the webcast replay: Click here to view webcast transcript


Take Action

Gain visibility with all generations with targeted client communications, refreshed branding, digital solutions and social media. Adopt a multigenerational team approach. Plan and facilitate engaging family meetings. Earn trust and credibility by embracing financial education.

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BNY Mellon's Pershing

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. 

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