Enables you to evaluate your segmentation strategy and service model — and create a communication plan to position the value of a fee-based relationship.
Objectives and Outcomes
- Evaluate and refine client segmentation
- Enhance client service model
- Develop a client communication strategy
- Transition to advisory conversations with clients
Janet Kelly is a Vice President 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.