by James Pfeiffer | Last updated Aug 1, 2019
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...
by James Pfeiffer | Last updated Sep 9, 2019
The month-end close process for broker-dealers is anything but simple. Intricate commissions and incentive compensation plans, plus regulatory oversight add to the already complicated, tedious process. Poorly executed procedures can be detrimental to a firm. Making...
by James Pfeiffer | Last updated Sep 9, 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...
