Announcing: Terrapin Technologies Sponsors Kehrer Group’s 2023 Annual Industry Checkup. Minneapolis, M.N. – May 4, 2023: Terrapin Technologies today announced the launch of the 2023 Annual Industry Checkup by the Kehrer Group. Terrapin is once again a proud sponsor...
Are your back-office operations functioning as efficiently as they should be? Maybe you're unsure. Or perhaps, you've got a good idea that they're in need of improvement, but you're not sure where to begin, so you put off addressing it. Or, worse yet, you convinced...
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...
Improving the Monthly Closing Process The month-end close process for wealth management firms is anything but simple. Intricate commissions and incentive compensation plans, plus regulatory oversight add to the already complicated, tedious process. Poorly executed...
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...