Pershing LLC, a unit of The Bank of New York Mellon, has launched Talent Connect, a new program designed to offer broker-dealer customers and their investment professionals practices for attracting and retaining top talent.
Talent Connect is a component of Ideas Without Limits, a comprehensive practice management program for broker-dealers and their investment professionals.
Talent Connect is being launched in connection with a new independent study commissioned by Pershing and independently executed by Moss Adams LLP entitled The Race for Top Talent. The study will seek to uncover motivations behind investment professionals’ loyalty and will provide home office executives and recruitment managers with best practices for attracting and retaining investment professionals and expanding their advisor network.
“Pershing’s marketing consultants have played an integral role in helping us develop our strategy to enter the institutional market and position Lincoln Financial Advisors’ go-to-market strategy,” says Larry Gekiere, a Pershing client and divisional director of advisor recruitment at Lincoln Financial Advisors/Sagemark Consulting.