TORONTO, Nov. 28 /CNW/ - PriceMetrix and Pusateri Consulting today
announced the formation of a strategic alliance that will develop new products
and services aimed at empowering financial services firms and their financial
advisors (called Financial Entrepreneurs(TM)) to outperform their peers.
Through this alliance, Pusateri and PriceMetrix will combine their
extensive and unique expertise to develop a host of new products and services
designed to help financial service firms further leverage their unique value
and to fully realize that value. In bringing the capabilities of the two firms
together in this fashion, clients will be able to more effectively drive
value-enhancing activities within their sales force.
"This Alliance with PriceMetrix is a great fit for our organization and
will provide big benefits to our clients. We look forward to launching some of
the new capabilities to our mutual clients in the very near future," said Leo
Pusateri, President of Pusateri Consulting. "Our approach will be to build
upon the tremendous relationships and reputation for results that both
Pusateri and PriceMetrix have forged in the industry."
"This Alliance is straightforward - Pusateri is simply the best at
helping firms and advisors understand and leverage the power of their unique
value proposition," said Doug Trott, President & CEO of PriceMetrix. "For our
part, we help firms and advisors take that unique value proposition and
translate it into substantially more assets and revenues."
About Pusateri Consulting and Training
Pusateri Consulting and Training is a globally-known boutique sales
training firm serving committed and serious financial services firms and
individuals who share Pusateri's overarching business belief: to succeed in
crowded financial services marketplace, you need to know, price and sell your
value. Headquartered in beautiful Buffalo New York, Pusateri challenges US,
Canadian and global wealth services and investment management firms to
articulate their value with confidence, passion, and speed.
About PriceMetrix Inc.
PriceMetrix focuses exclusively on assisting investment firms increase
productivity and revenue by helping individual FCs become better CEOs of their
business. The PriceMetrix Program is a patented combination of Reporting
Dashboards, Tactical User Tools, comprehensive Practice Management on Demand
and Training solely designed to enable advisors and management to proactively
identify and close Client, Asset, Revenue, Product and Pricing opportunities.
For over seven years, PriceMetrix clients have experienced improved assets per
FC, revenue per FC, and household quality, as well as increased fee-based
business and enhanced pricing.
PriceMetrix clients include: BMO Nesbitt Burns, ScotiaMcLeod, Desjardins
Securities, Odlum Brown, GMP Capital, Janney Montgomery Scott, Hilliard Lyons,
Scott & Stringfellow, and Southwest Securities. PriceMetrix is a Value
Alliance member with Pershing LLC and has alliances with National Bank
Correspondent Network and SWS Clearing.
For further information:
For further information: Pusateri Consulting and Training, Giles
Kavanagh, Managing Director, (716) 631-9860, firstname.lastname@example.org;
PriceMetrix Inc., Jeff Marsden, Vice President, (416) 955-1177,