Advisor Retirement Transition Compensation



In this study, Peter Bielan describes three straight forward and cost-effective approaches to compensating advisors during their transition into retirement. He compares the components and cash-flow implications of each model to help you decide the best approach for your firm, with the detail you need for your internal approval processes.

The study consists of two parts:

  • A narrative slideshow presentation describing the three transition compensation models.
  • Tables that compare the cash flow implications of each transition model at one year intervals from transition to retirement.

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