What Do Top Advisors Say and What Do Investors Really Think?

BNY Mellon's Pershing

08/04/2014

What Do Top Advisors Say and What Do Investors Really Think?

How do the industry’s top advisors define themselves? Are they successful at creating distinct, recognizable brands? Are advisors’ messages really getting through to investors?

Now, a new research study from Pershing provides a data-driven perspective on unique value propositions—the clear statements that explain what sets an advisory firm apart. What Do Top Advisors Say—and What Do Investors Really Think? A Study of Advisor Value Propositions was developed in cooperation with research firm Harris Poll. The report explores:

  • How Barron's Top 100 Advisors define their value
  • What themes matter most to high net worth investors
  • The four critical ingredients that belong in every advisor value proposition
  • Overlooked investor concerns that could represent untapped opportunities for advisors
  • Specific "power" words that investors want to hear
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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 23 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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