Advisor Value Proposition

Helps you leverage our research to develop your own unique value proposition, the foundation of your personal marketing plan.

Objectives and Outcomes

  • Understand the importance of a differentiated, unique value proposition in today’s market
  • Understand the implications for clients, advisors and firms
  • Develop a new or refined unique value proposition
  • Consider marketing methods and mediain which to put the new statement to work

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.