Advisor Value Propositions: What Investors Really Think

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Pershing and Investors


Download our report for a sneak peek inside the minds of prospective high-net-worth clients

When it comes to selecting advisory firms, prospective clients seem choosier than ever.

In a crowded industry, it is more important than ever to set yourself apart about who you serve, what you offer, and why it’s valuable.

Download Advisor Value Propositions: How Advisors Showcase Their Value to Investors—and What Investors Secretly Think:

  • Learn what top firms are saying, which messages actually resonate with investors—and which may fall flat.
  • Get 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.
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