BMO Nesbitt Burns Inc. today announced a multi-year agreement to deploy the exclusive PriceMetrix Platform and Program across the brokerage firm’s network of 1,330 investment advisors.
The program is aimed at empowering advisors to achieve a greater level of performance and realize opportunities for success, BMO Nesbitt Burns says.
Toronto-based PriceMetrix is focused on assisting retail investments firms grow their assets, revenues and profits through developing the sales force to achieve top performance.
Beginning with an analysis of the advisor’s business, the PriceMetrix program pinpoints growth opportunities achieved through the implementation of practice management tools and techniques.
“We are committed to a high performance environment and believe that the PriceMetrix Program will help our investment advisors achieve and maintain top-of-the-market performance,” says Richard Mills, executive vp and national sales manager at BMO Nesbitt Burns.
PriceMetrix says its clients realize increases in such measures as assets-per-representative; core households; revenue per household; and opportunities for client cross-sell.
Financial terms of the agreement were not disclosed.
BMO Nesbitt Burns rolls out productivity program
Brokerage to deploy PriceMetrix program to 1,330 advisors
- September 25, 2007 September 25, 2007
- 13:30