Product Catalog

2019 FA Insight - People and Pay Study Results - NAPFA Credit Only

  • Author: Dan Inveen and Lauren Forlenza
  • Category: K-Marketing and Practice Management
  • Published: 10/29/2019
  • Member: $0.00
  • Non-Member: $39.00

Join the TD Ameritrade Institutional benchmarking team for an in-depth overview of The 2019 FA Insight People and Pay study results, as they share the trends, insights, and best practices employed by the industry's top performing Standout firms. This year's study reflects the changing composition of advisory firms by looking deeper into diversity trends, productivity, employee engagement, and developing owners. Where possible, an emphasis on NAPFA firm performance will be emphasized.

Dan and Lauren will share insights on:
• Tracking Key Performance Indicators (KPIs)
• Organization Design and Staffing
• Attracting, retaining and cultivating great talent
• Base Pay, Incentive Compensation and More to Optimize your total rewards package

1 NAPFA CE in K - Marketing and Practice Management will be posted in your NAPFA CE record after downloading this recording.

This is a recorded webinar from October 2019.

After purchase, you may access your recorded self-study courses under the My Webinars link on your My Account page of the NAPFA website for the next 90 days.