How to Create an Advisor Proposition That Works

BNY Mellon's Pershing


Advisor Value Propositions

A strong value proposition can help propel your growth by explaining what you do for clients, why you’re worth your fee, and what sets you apart from the competition. This infographic summarizes how to better understand the “formula” behind winning advisor value propositions and provides some tips and insights from our recent study, Advisor Value Proposition: How Advisors Showcase Their Value to Investors—and What Investors Secretly Think.

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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.