Compensation & Talent Management

The incentive packages used to compensate financial advisors in financial institutions have become increasingly complex, and firms are structuring their sales forces in innovative ways, introducing new roles that demand different incentives. Kehrer Bielan is the only source for in-depth, best-practices research on how compensation drives behavior in bank and credit union investment services businesses. The following will help you to align the way you compensate every member of your team with the strategic goals of your firm, while giving you a competitive edge in recruiting and retaining talent.
Available Compensation & Talent Management Reports
Webinar: Financial Impacts, Compensation, and Coverage Models (2020)
2018 Advisor Compensation Study (2019)
The Benefits of Implementing a Second Story Strategy (2019)
Identifying the Traits of New Era Advisors (2019)*
Sales Manager Compensation—The Story of Territory (2019)
Advisor Retirement Transition Compensation (2018)
Benchmarking Investment Call Centers (2018)*
Program Manager Compensation Calculator (2018)
Where Will the Next Generation of Advisors Come From? (2018)*
Ending Catch and Release: A New Era Recruiting Plan to Reel in Advisors (2017)
Program Manager Compensation – When More is Better (2017)
Closing the Back Door: Driving Growth by Stemming Advisor Attrition (2016)
Effective Financial Advisor Compensation: Advisory Business (2016)*
Effective Positioning and Compensation for Sales Assistants (2015)
Trends in Associate Advisor Compensation Plans (2014)
*Complimentary study