by James Pfeiffer | Last updated Sep 10, 2019
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...
by James Pfeiffer | Last updated Sep 5, 2019
Talent retention remains a significant challenge for broker-dealers. Financial advisors have choices in today’s marketplace. Firms need to focus on advisor satisfaction to prevent top-performing advisors from jumping ship to another firm, taking their expertise and...
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...
