In this Office Hours, financial management consultant Kelli Cruz of Cruz Consulting Group, along with Chief Financial Planning Nerd Michael Kitces, will conduct a ‘financial makeover’ of 2 advisory firms, who will share the advisory compensation plans for their ensemble advisory firms, and receive real-time feedback on the nature of their compensation structure, to gain an understanding of what is really ‘normal’ (or not!) when it comes to the advisor compensation expenses of an advisory firm!
At this webinar, advisors will learn:
- How to align the compensation of the entire firm
- How to connect the dots between the vision, the talent, and how the firm actually works
- How to provide incentives for business performance
