Forecasting Tag

How to Leverage Revenue Tracking Data to Drive Growth
How to Leverage Revenue Tracking Data to Drive Growth

Effective Revenue Tracking Revenue tracking and reporting tools help monitor and measure the performance of the entire sales organization, from lead to booked revenue. Investment services firms can leverage revenue tracking data to optimize business strategy and drive growth. An effective revenue tracking system delivers useful data to measure advisor performance, track branch referrals, and […]

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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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