How to Set Up a Motivating Bonus Plan for Your Team

By Helen Modly, CFP, CWPA, and Sandra Atkins, CPA/PFS
Print AAA
Add to My Archive
My Folder

My Notes
Save
Horsesmouth Essential: Compensation incentives for both staff and advisors can greatly influence your firm’s client acquisition and retention efforts. While the purpose of an incentive plan is to reward the behavior you want, a well-designed plan also shifts some of the compensation risk to the employees.

Read the Full Article Now
Take a 60-Day Free Trial

No credit card, no obligation
Financial Professionals only

Already a Horsesmouth member?

Member Login

IMPORTANT NOTICE
This material is provided exclusively for use by Horsesmouth members and is subject to Horsesmouth Terms & Conditions and applicable copyright laws. Unauthorized use, reproduction or distribution of this material is a violation of federal law and punishable by civil and criminal penalty. This material is furnished “as is” without warranty of any kind. Its accuracy and completeness is not guaranteed and all warranties express or implied are hereby excluded.

© 2024 Horsesmouth, LLC. All Rights Reserved.