Advisor Team Structures

This course is designed to introduce firm leaders at larger firms to the concept of advisory teams and teach them how to design an effective…

Your First Advisor Hire

This course is designed to help advisors hire their first servicing advisor to create capacity. By the end of the course, you should be able…

Team Compensation and Benefits

This course is designed to help firms design an attractive compensation package for non-advisor team members. By the end of the course, you should be…

Advisor Compensation Models

There is no single best advisor compensation package that works for every firm — we’ve seen many different examples that work well. This course is…

Managing Team Performance

This course teaches how to implement an effective performance management system to engage and measure team member performance and manage outcomes for long-term firm results. …

Onboarding and Training Talent

This course is designed to help firms develop a robust new hire onboarding process. By the end of the course, you should be able to…

Crafting Effective Job Descriptions

The foundation of building the best team starts with clear and compelling job descriptions, which can be used for recruitment, and development. Course Resources and…

Recruiting and Hiring Talent

This course is designed to help advisors and firm managers prepare for and execute a successful hiring process. By the end of the course, users…