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SESSION TWO WORKBOOK

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This comprehensive workbook covers essential topics for wealth management and service team structures. It includes five key modules: 1. Organizational Structure and Compensation, focusing on service team structure and compensation benchmarking; 2. Staff Selection and Performance Management, emphasizing effective job ads and evaluations; 3. Understanding and shaping the culture of your firm; 4. Strategies for incentive compensation; and 5. Detailed insights on partner compensation and initiatives. It serves as a valuable resource for enhancing organizational effectiveness in wealth management.

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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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