26 April 2018

Ziegler selects PriceMetrix ValueOne

21 August 2009  |  1146 views  |  0 Source: PriceMetrix

The Ziegler Companies (Pinksheets:ZGCO), a multi-faceted boutique investment firm providing investment banking, asset and wealth management services, today announced it has signed a multi-year agreement with PriceMetrix, the leading firm specializing in delivering scalable practice management tools, to offer PriceMetrix's patented ValueOne Program to its financial advisors.

The ValueOne product enables financial advisors to proactively discover and realize client, product and pricing opportunities that enhance individual advisor 'book' value, improve the branch manager's ability to 'coach' 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 Gilipin, Ziegler Senior Managing Director and Head of Ziegler Wealth Management. "The PriceMetrix ValueOne Program will help Ziegler's 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 Ziegler's 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." Mr. Trott added, "We 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."

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