Updated Oct 14, 2020

Are you confident you are compensating your advisors for the right activities? Do you need to overhaul your advisor compensation plans? Are you looking for ways to improve advisor performance? If so, then join us at our upcoming webinar Leveraging Data For Compensation in LPL Bank and Credit Union Programs on Wednesday, September 16, 1:00-2:00 PM CT.

This next event in Terrapin’s quarterly Leveraging Data webinar series will bring together leaders from banks and credit unions that partner with LPL Financial to explore best practices with leveraging data for advisor compensation.

We have lined up an excellent panel of experts, including Peter Bielan, from Kehrer Bielan Research & Consulting, to discuss these topics:

  • A look at key trends in how firms manage their advisor compensation program.
  • Ways to improve advisor performance, such as better plan design, and paying for the right activities.
  • How to leverage data and technology to boost advisor productivity and back-office efficiency.

This will be a traditional study group format focusing on industry leaders talking to and learning from each other — sharing their successes and challenges.

 

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