Pershing LLC, a BNY Mellon company, has established a new online Practice Management Center where its advisor clients can access the clearing organization’s practice management materials, including whitepapers, guidebooks and interactive tools.
Resources on the platform will be organized by Pershing’s practice management “pillars”: Growth, Human Capital, Operational Efficiency and Managing Risk. A sampling of content available on the site includes:
- Business Development and Planning–Becoming a Stronger Wealth Manager
- Recruitment and Retention–The 30% Solution: Growing Your Business by Winning and Keeping Women Advisors
- Platform and Workflow–Mission Possible III: Strategies to Sustain Growth in Challenging Times
- Compliance and Supervisory Guidelines–Effective Sales Supervision and Compliance
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