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