Effective Positioning and Compensation for Sales Assistants



As investment services in financial institutions look to continue year-over-year revenue gains, increased Advisor productivity will surely be a major contributor. Using Sales Assistants is an important lever to enhance Advisor productivity. But there is a delicate balance between Sales Assistants providing real productivity benefits, or simply adding costs that don’t translate benefits to the bottom line.

We take a look at the critical positioning decisions to help guide financial institutions on how to best use Sales Assistants and compensate them consistent with the goals of the financial institution. Find out more in our study Effective Positioning and Compensation for Sales Assistants.

Additional information

Number of Advisors

Fewer than 50 Advisors, 50 or More Advisors, Non-Banks