by James Pfeiffer | Oct 21, 2020 | Strategic Growth
A few weeks ago, we hosted a webinar titled: Leveraging Data For Compensation in LPL Bank and Credit Union Programs. We brought together a group of seasoned leaders to discuss advisor compensation best practices. Terrapin Technologies President, Kristefor Lysne,...
by James Pfeiffer | Oct 14, 2020 | Strategic Growth
Are you confident you’re getting the most out of your data? Does your firm struggle with seeing the big picture? Do you need to overhaul your advisor compensation plans? If any of these resonate with you, then join us at our upcoming webinar Leveraging Data in...
by James Pfeiffer | Sep 29, 2020 | Strategic Growth
We recently hosted a webinar titled: Leveraging Data For Compensation in LPL Bank and Credit Union Programs. With an excellent panel of experts, we discussed best practices with leveraging data for advisor compensation, including the following topics: A look at key...
by James Pfeiffer | Aug 26, 2020 | Strategic Growth
Are you confident you are compensating your advisors for the right activities? Do you need to overhaul your advisor compensation plans? Are you looking for ways to improve advisor performance? If so, then join us at our upcoming webinar Leveraging Data For...
by James Pfeiffer | Jul 15, 2020 | Data and Technology
An Overview of DTCC The Depository Trust & Clearing Corporation (DTCC) plays a vital role in the financial services industry. DTCC provides clearing and settlement services for the world’s financial markets. In 2019 DTCC processed 654 million securities...
