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Case Study: Client Discovery Leads to Growth

Archived Home What We Provide Consulting and Implementation 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.

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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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CASE STUDY

Elevate Your High-Net-Worth Approach

By delivering more than insurance and investment products, focusing on higher net-worth clients and changing the clients’ perception of tradition advisor relationship.

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CASE STUDY

Unlock Growth Through Enhanced Client Discovery

A Broker-Dealer offered technical and basic product training on available investment solutions, yet saw their opportunity to capture assets and differentiate their service was not realized.

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