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Driving Growth Through Multigenerational Relationships

Date: Wednesday, March 24, 2021
Time: 3:30 pm - 4:15 pm

Description

Secure your firm’s future with a strategy that equips you to retain your best clients, grow your assets and attract a new generation of investors. Extend the bonds you have built with clients to engage their family members today, when these individuals need unbiased advice from a voice they can trust. This webcast provides actionable strategies to attract a new generation of clients and grow your assets.

Key topics we will explore include:

  • Engaging clients across generations
  • Establishing the right infrastructure, service model and solutions
  • Developing an action plan to serve multiple generations

Speaker

Janet Kelly

Director
BNY Mellon | Pershing

Janet Kelly is a Director for BNY Mellon | Pershing, and leads Pershing’s Practice Management Consulting team. With over 30 years in the financial services industry, Janet has successfully engaged and inspired hundreds of individuals and teams, including financial advisors, private bankers, institutional salespeople and senior executives. These professionals look to her for guidance and advice across critical areas of managing a successful practice, client acquisition and retention strategies. Janet is known for her sales and communication skills coaching. She is passionate about making a difference by sharing the best practices, allowing financial professionals to leverage her expertise for greater confidence.

Prior to joining Pershing, Janet was a director and senior program manager for UBS, where she designed, developed and delivered programs for financial advisors, from large-scale conferences and local market workshops. Janet has worked for Merrill Lynch, Shearson Lehman Brothers and several financial consulting firms. She began her career as a financial advisor at Merrill Lynch and later with Shearson Lehman Brothers.

Janet earned a Bachelor of Business Administration from The University of Texas at Austin with a concentration in Marketing.

Presented by:

Registration Fees

Registration TypeFee
FSI MemberComplimentary
Non-Member$49