PAST ISSUES - BUSINESS BUILDING

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  ISSUE 18, 2011 
• A One-Stop Shop: The Enhanced ETF Center on NetX360™
  If your clients—like many investors—are seeking low-cost exchange-traded funds (ETFs) for their portfolios, make your first stop Pershing's ETF Center via NetX360™.
• Pershing Launches Enhanced Asset Management Account
  Pershing is pleased to announce that a new asset management account, Corestone Account™, will soon replace ProCash Plus^®. Designed with your clients in mind, this powerful asset management account delivers broader benefits for clients.
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  ISSUE 17, 2011 
• Pershing Shows You How to Unlock the Retirement Opportunity
  Retirement assets will be the key driver of growth in the years to come, according to a new Pershing independent study, "The Secret Knock: Unlocking the Retirement Opportunity." This study explores the evolving retirement planning needs of affluent investors and small business owners. It offers actionable insights and strategies for you to accelerate your business in the post-crisis environment.
• Do You REALLY Know Your Clients?
  Knowledge is power. To effectively grow your client relationships, you must commit to obtaining as much knowledge as possible about who your clients are—both financially and personally—to help them achieve their personal objectives, reach their portfolio growth targets and deliver the service they expect from you. Implementing effective client profiling techniques can be invaluable in helping you achieve this goal.
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  ISSUE 16, 2010 
• Behavioral Finance: An Effective Tool for Assessing Risk Tolerance
  Assessing your clients? risk tolerance is critical to being able to help them construct an investment strategy and portfolio that meets their financial needs. However, assessing client risk tolerance is sometimes more complex than just asking them to describe how comfortable they are with risk. Here are some behavioral finance principles that can help you more accurately gauge your clients? true risk tolerance, based on a review of common biases, both cognitive and emotional, that affect investors? ability to reach their goals.
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  ISSUE 15, 2010 
• Writing a Business Plan
  Investment professionals who commit a business plan to writing are statistically more likely to achieve their goals at a faster pace than those who just try to keep their objectives in their heads. A business plan creates the roadmap for your first year and beyond. It is the foundation for action and success and allows you to grow by design rather than by accident. A plan develops a sense of ownership and ensures the most effective use of resources. It provides a base from which progress can be measured and a means of accountability. Let's take a look at some key components.
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  ISSUE 14, 2010 
• Wealth Transfer—An Essential Part of Your Client's Financial Strategy
  Delivering holistic wealth management services goes beyond servicing your clients—it includes helping them build a comprehensive plan for today, tomorrow and realizing their desired legacy. Wealth transfer is about more than just passing on assets. More fundamentally for clients, it involves understanding what is important to them, what their deepest values are, and how they want their wealth to benefit others—both friends and family, as well as philanthropic organizations.
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  ISSUE 13, 2010 
• Five Ways To Improve Your Practice Now
  Andrew Gluck, CEO of Advisor Products Inc., discusses 5 ways to improve your Practice now.
• Topics for Tax Season: Roth IRA Conversions and Contributions
  With financial records and year-end tax statements readily available, now is an ideal time to talk to clients about their retirement savings. The impact of the recession has taken a toll on the value of most clients' retirement assets, and they will likely be looking to you for steps they can take to rebuild their nest eggs.
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  ISSUE 13, 2010 
• Delivering High-Touch Service to the Affluent Investor
  Becoming a successful wealth manager is all about service—providing top-notch, in-depth advice to affluent investors. Indeed, it is the quality of your interactions and how you deliver comprehensive services that will set you apart from other financial professionals.

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