Advisor Compensation Assessment

Recruiters are paid to tell your Advisors they aren’t paid as well as they could be. Why not work with one to help you stay ahead of the curve? Working with us to customize your compensation to fit your goals not only improves your retention rate but will also position your Firm to reward the right types of activities and create a more efficient overall organization.

  • By meticulously crafting a compensation plan around your business goals, you better align your interests with assurance that everyone is working toward the same goal.

  • With nearly 20,000 Firms fighting for approximately 300,000 Advisors, an honest assessment of your compensation can be a critical factor in finding and retaining the most talented Advisors.

  • Neither team focused or individually focused compensation is necessarily best. But knowing which you are and properly incentivizing the right activities is critical to your success.

  • Who better to tell you how happy your key team members most likely are than someone paid to convince them to leave you? Take an honest look at your structure to determine your threat level and how to secure your top talent long-term.