# Productivity

4 Ways to Improve Your Firm’s Month-end Close Process

4 Ways to Improve Your Firm’s Month-end Close Process

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...
3 Reasons to Focus on Financial Advisor Job Satisfaction

3 Reasons to Focus on Financial Advisor Job Satisfaction

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...

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