Introducing Managed Accounts to Investors

October 21 Introducing Managed Accounts to Investors
Not sure how to introduce the concept of managed accounts to your clients? This webcast will help you discuss the potential benefits of managed accounts with your clients, as well as how to profile them using Pershing’s risk tolerance questionnaire and create comprehensive investment proposals with our strategic proposal system.
Tuesdays at 4:15 p.m. (ET)
OCTOBER WEBCAST
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