by James Pfeiffer | Last updated Aug 9, 2019
Understanding the Operational Risks Caused by Manual Incentive Compensation Processes 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...
by James Pfeiffer | Last updated Aug 2, 2019
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...
by James Pfeiffer | Last updated Jul 26, 2019
It is imperative that finance and sales leadership at investment programs understand the current research and trends in advisor compensation plans. The need to remain competitive is important for numerous reasons, but perhaps one of the most critical reasons is due to...
by James Pfeiffer | Last updated Jun 20, 2019
Get the latest in Advisor Compensation Research As advisor compensation models continue to evolve it’s critical to stay abreast of the current trends. The Kehrer Bielan 2018 Advisor Compensation Study consists of an analysis of trends in the structure and...
by James Pfeiffer | Last updated Jul 31, 2019
Discover How Satisfied and Engaged Financial Advisors Will Boost Your Firm’s Bottom Line Numerous studies show that an engaged workforce translates to a higher bottom line. This is no different for financial advisors — sales performance management is more than...
