Custodians Established - $25B and Over
| Practice Management
Driving Growth Through Multigenerational Relationships
87% of investors do not use their parents’ advisor. Pershing can help advisors activate a strategy for retaining their best investors while growing their assets and attracting a new generation of investors. Driving Growth Through Multigenerational Relationships, a new Pershing whitepaper and advisor program, combines experience-driven webcasts, action planning tools, and best practice insights to help advisors transform their businesses into destinations for families.
Pershing’s program will help advisors start the conversation with their clients, ensure their business is relevant to younger investors, and embrace financial solutions needed for the entire wealth journey. Insights and actionable tactics will help advisors:
• Protect hard-earned assets
• Acquire new relationships and new assets
• Drive growth during economic expansion and contraction