Leveraging Data For Compensation in LPL Bank and Credit Union Programs

A Webinar Hosted by Terrapin Technologies


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.