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PERSPECTIVES

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PERSPECTIVES

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Case Study: Client Discovery Leads to Growth

Challenge

A large bank broker-dealer was seeking to enhance partnerships among product specialists, bank relationship managers and advisors to drive internal referrals and cross-selling.

Solution

Pershing’s Advisor Practice Management team tailored their Advisor Value Propositions and Enhance Client Discovery programs with an emphasis on a partner approach to clients and delivered these across all regions with the Regional Sales Managers.

One Region Reported:

 

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

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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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Additional Resources

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