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SESSION TWO WORKBOOK

SESSION TWO WORKBOOK. WealthTouch Decisions and Notes for Modules 1 – 5. BSMARTer Business Simulation Management and Relationship Training. MODULE 1. Organizational Structure and Compensation. Service Team Structure. Service Team Structure. Service Team Structure.

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SESSION TWO WORKBOOK

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  1. SESSION TWO WORKBOOK WealthTouchDecisions and Notes for Modules 1 – 5 BSMARTerBusiness Simulation Management and Relationship Training

  2. MODULE 1 Organizational Structure and Compensation

  3. Service Team Structure

  4. Service Team Structure

  5. Service Team Structure

  6. Compensation Benchmarking See Appendix A for position compensation information Source: 2013 InvestmentNews/Moss Adams Comp Study

  7. Compensation Benchmarking

  8. MODULE 2 Staff Selection and Performance Management

  9. Job Advertisement

  10. Performance Evaluation

  11. MODULE 3 The Culture of Your Firm

  12. Organizational Culture

  13. MODULE 4 Incentive Compensation

  14. Partner Compensation

  15. MODULE 5 Partner Compensation

  16. Partner Compensation

  17. Partner Incentive Compensation

  18. Other Initiatives

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