The ValueOne product enables financial advisors to proactively discover and realize client, product and pricing opportunities that enhance individual advisor âbookâ value, improve the branch managerâs ability to âcoachâ advisors and provide overall guidance to senior management.
"Ziegler has experienced a significant increase in the number of advisors in our Wealth Management business over the past year. With the addition of these advisors and given the challenges in our market we felt now was the time to invest in a world-class practice management service," said Wayne Gilpin, Ziegler Senior Managing Director and Head of Ziegler Wealth Management. "The PriceMetrix ValueOne Program will help Zieglerâs financial advisors better manage and grow their businesses."
PriceMetrix President and Chief Executive Officer Doug Trott said, "We are proud to be selected to work with Zieglerâs financial advisors. Increasingly, financial advisors expect their firms to offer leading-edge practice management tools, and we are confident the ValueOne Program will assist Ziegler in accomplishing both its recruiting and revenue growth goals.â Mr. Trott added, âWe are also pleased to be working with another client of Pershing, the industry's largest global business solutions provider, helping PriceMetrix to strengthen our relationship with this valuable partner.â