How much time does your advisor team waste on shadow accounting? In the world of incentive compensation, shadow accounting is the process in which a salesperson tracks their production separately, creating and maintaining a parallel record so that they can...
Single Points of Failure Do any of these sound familiar? “We better not lose John, or we won’t be able to pay our advisors for weeks.” “No one can cover for Jane, and no one wants to learn pivot tables.” “John plans his vacation around month-end closing.” If so, then...
As need for new talent grows more competitive, investment firms need to keep up with financial advisor compensation trends. The need to remain competitive is important for numerous reasons, but perhaps one of the most critical reasons is due to the growing talent...
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 payouts for...
Get Your Ducks in a Row: The Power of Data Aggregation and a Centralized Database Financial Activity Data Aggregation Our incentive compensation management solution supports a wide variety of standard sources of commission information including: National Financial,...