A report from BNY Mellon’s Pershing, Advisor Value Propositions: How Advisors Showcase Their Value to Investors—and What Investors Secretly Think, surveys how potential clients are reacting to what advisors are saying, which messages actually get through to them, and even which words are more on trend. Which of the words in this chart are you using?
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Advisor Value Propositions: How Advisors Showcase Their Value to Investors—and What Investors Secretly Think