Investment dealer BMO Nesbitt Burns Inc. has confirmed the multi-year renewal of PriceMetrix’ ValueOne Program across the firm’s network of 1,300 investment advisors and 75 branches.
The program, offered by Toronto-based PriceMetrix Inc., helps advisors improve the quality and increase the value of their book of business with practice management tools and services to assist advisors to achieve measurable performance improvements.
“We have embraced the PriceMetrix ValueOne Program for over three years now and our investment advisors are achieving measurable and meaningful results,” says Colin Monteith, senior vice president at BMO Nesbitt Burns.
“ValueOne has become an integral tactic that supports our strategic commitment to foster investment advisor best practices,” he adds.
The program compares advisor activity, relative performance, and enterprise-wide benchmarking against competitive practices that empowers retail wealth management firms to improve advisor practice management strategies, coaching and ultimate productivity, PriceMetrix says.
IE
BMO Nesbitt Burns renews commitment to PriceMetrix productivity program
Advisors achieving meaningful results, firm says
- By: IE Staff
- February 23, 2010 February 23, 2010
- 17:04