Future Proof Your Human Capital Strategy

BNY Mellon's Pershing

07/01/2021

Future Proof Your Human Capital Strategy

It’s vital to build a high performing team that motivates employees, increases employee retention and develops talent for succession planning. Next gen talent is attracted to a culture of DE&I which has a direct correlation to higher performance and will drive meaningful connections with your clients, colleagues and community. Pershing has compiled a suite of content that can guide our clients to create and maintain a successful human capital strategy to attract and develop diversified talent, fill key leadership roles as they grow, and build succession plans to ensure their future. Our program features content on:

Attracting and Retaining the Right Talent

  • Virtual Onboarding Checklist – Take the right steps to a successful virtual onboarding strategy
  • DE&I Perspective Series: Insights from the Pershing Client Advisory Board and Advisor Council, what Pershing is seeing in the industry and how we are moving towards being a more diverse and inclusive firm – coming soon
    • Rethinking How Your Firm Will Build a More Diverse Team – coming soon
    • Retaining a Team of Culture and Diversity (Title TBD) – coming soon
  • Whitepaper: Financial Planning Career Path (CFP Board) – coming soon
  • Video Client Case Study: Highlighting a client’s unique advisor recruiting strategy- how they are connecting with their community and implementing a DE&I strategy – coming soon
  • Webcast: Client panel sharing best practices and unique DE&I strategies, networking opportunities & community outreach – coming soon

Leadership: Developing Your Team – coming soon

  • Perspective: Hiring – When is it Time to Add Staff?
  • Article: Mentoring – Developing Your Firm’s G2
  • Blog: Assess Benefits of Holding Regular Performance Reviews

Succession – coming soon

  • Whitepaper: Realizing the Value of Your Life’s Work

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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