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 Raymond James Bank and Credit Union Programs scheduled on Thursday, October […]
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 trends in advisor compensation planning. How technology can boost back-office efficiency and productivity. A […]
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 Compensation in LPL Bank and Credit Union Programs on Wednesday, September 16, 1:00-2:00 […]
Operational Risk It’s important to understand the operational risks caused by manual processes used within your incentive compensation procedures. Managing and leading an investment services firm is an enormous responsibility. Top challenges include: Growing the firm’s revenue while keeping overhead in check. Ensuring that payroll is timely and accurate. Hiring, coaching, and retaining financial advisors. […]
Our free interactive data chart shows the percentage of revenue that advisors make at different production levels, based on data from the Kehrer Bielan 2018 Advisor Compensation Study. We’ve created this interactive data chart to help you pull valuable insights for your advisor compensation planning. You can interact with the data, compare by firm size […]