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 broker-dealers and hybrid RIAs is anything but simple. Intricate commissions and incentive compensation plans, plus regulatory oversight add to the already complicated, tedious process. Poorly...
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...