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Case Study: Client Discovery Leads to Growth


Registered Investment Advisor

This Pershing client is an RIA looking to create efficiencies through technology

One Region Reported
  • 16% Increase in Referrals
  • 25% Increase in Bank Clients to Investment Client
  • 50% Increase in Average AUM of New Investment Clients

2022 Q4 CS01 ESC
This case study is not intended to guarantee or represent that all firms will achieve the same or similar results.

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