The foundation of a successful incentive compensation design is built on strategic planning and benchmarking. As the fall season is upon us, now is the time to develop your advisor compensation plans for the upcoming year. In our Fall 2022 Advisor Compensation...
In our recent webinar, Best Practices in Advisor Succession Planning, we explored industry trends, effective models, and the role of technology in financial advisor succession planning. Our speakers included: Arthur Osman, Consultant at Kehrer Bielan Research &...
This article examines how compensation errors, both overpayments, and underpayments impact your firm’s bottom line. It’s easy to see how overpaying your financial advisors can hurt your bottom line, but making the connection between underpaying your advisors and...
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...
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...