Advisor Compensation Tag

Webinar Recap: Leveraging Data For Compensation in LPL Bank and Credit Union Programs, Part 1
Webinar Recap: Leveraging Data For Compensation in LPL Bank and Credit Union Programs, Part 1

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 […]

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How to Decrease Operational Risk with Incentive Compensation Management Technology
How to Decrease Operational Risk with Incentive Compensation Management Technology

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. […]

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Interactive Data Chart Compares Financial Advisor Payout Rates
Interactive Data Chart Compares Financial Advisor Payout Rates

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 […]

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