Consulting Services We Offer:
Compensation Philosophy Design
Employee & Executive Compensation
Incentive Program Design & Implementation
Long-Term Incentive Plans (LTIPS)
Compensation and Equity Programs that Drive Consistency and Reward Growth
With over two decades of experience advising financial advisory firms, we help you design and implement compensation and equity structures that reward client-centric and growth performance. Our approach goes beyond benchmarking, aligning pay and ownership with your business strategy, culture, and goals. Whether you're building advisor career paths, restructuring incentive programs, or planning for succession, we build programs to attract top talent and retain key contributors.
Financial Advisor Compensation: What 20+ Years of Compensation Benchmarking Has Taught Us About Retention
Employee Pulse Survey: Top Reasons Employees Leave Jobs in Financial Advisory and Tax
The survey, which collected responses from 1,053 employees, revealed significant insights into the factors driving turnover. The results point to four primary reasons: lack of workplace flexibility, poor leadership, dissatisfaction with salary and incentives, and the absence of clear career tracks.
