# Sales Performance Management

Weighing the Benefits of Financial Advisor Teams

Weighing the Benefits of Financial Advisor Teams

Advisor Team Model The advisor team model remains a growing trend in the investment services industry. According to Cerulli Associates 2018 Advisor Metrics study, more than half (54%) of all advisors operate in a team structure. Merrill Lynch is leading this trend...
How to Leverage Revenue Tracking Data to Drive Growth

How to Leverage Revenue Tracking Data to Drive Growth

Effective Revenue Tracking Revenue tracking and reporting tools help monitor and measure the performance of the entire sales organization, from lead to booked revenue. Investment services firms can leverage revenue tracking data to optimize business strategy and drive...
Key Trends in Advisor Compensation Plans

Key Trends in Advisor Compensation Plans

Finance and sales leadership at investment programs need to be up-to-speed on advisor compensation trends and current research. The need to remain competitive is important for numerous reasons, but perhaps one of the most critical reasons is due to the growing talent...
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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