Leveraging Data For Compensation in LPL Bank and Credit Union Programs
A Webinar Series Hosted by Terrapin Technologies
About Leveraging Data For Compensation in LPL Bank and Credit Union Programs
The 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. This will be a traditional study group format focusing on industry leaders talking to and learning from each other — sharing their successes and challenges.
Featured Panelists
Kristefor Lysne — Terrapin Technologies
Peter Bielan — Kehrer Bielan Research & Consulting
Russell Hanscom — TruMark Financial Credit Union
Peg Gaston — ESL Federal Credit Union
Karen Carlson — ESL Federal Credit Union
Warren Bausert — Sterling National Bank
Discussion 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.