Advisor Value PropositionsAdvisor Value Propositions

Sponsored by BNY Mellon | Pershing

When it comes to selecting advisors, prospective clients seem choosier than ever. Learn what top advisors are saying, which advisor messages actually resonate with investors—and which may fall flat. This paper also includes actionable information about investors’ favorite word choices, preferred information sources, social media usage and tips for putting the data to work in your own firm.