Nancy Gordon, Head of Advisor Growth and Product Lead for BNY Wealth Services Platform at BNY Pershing, joined Julie Cooling, Founder and CEO of RIA Channel, to discuss bringing together the resources and relationships of BNY Pershing to assist advisors in their growth needs.
BNY Pershing has launched the Advisor Growth Network, which helps advisors with resources that assist in their growth. Issues addressed include brand development, succession planning, talent, and development. The group partners with wealth management industry experts and consultants who can assist advisors with their challenges.
The platform provides insightful research, curated connections, and growth opportunities. Gordon states that advisors tend to learn more when they are learning from others in peer-to-peer networks. The network offers inclusive workshops, events, and educational opportunities.
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