PRACTICE MANAGEMENT SUPPORT
Delta Equity and Pershing provide a comprehensive set of technologies, products and services to assist financial advisors to:
- Establish and promote a name brand investment business
- Market to prospective clients in an attractive and professional manner
- Train staff on our products, services and technologies
- Manage client assets efficiently and effectively
- Provide employee benefits to staff
- Improve investment performance through high quality research
- Attract more of existing client assets
- Buy or sell an investment business http://www.fptransitions.com
The success of our business depends on the success of our financial advisors. In co-branding an investment or wealth management business with the Bank of New York and Pershing, financial advisors can experience significant revenue and client asset growth.
|
|
