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SESSION TWO WORKBOOK. MDMN 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. Advisory team managed by investment committee.

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  1. SESSION TWO WORKBOOK MDMN Decisions 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 Advisory team managed by investment committee Dedicated CSA to advisor team PM and Ops teams managed by COO Service team per partner/producer. [insert page for full org structure]

  5. Service Team Structure

  6. Compensation Benchmarking This is for Portfolio Manager 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 Do not need to do

  10. Performance Evaluation

  11. MODULE 3 The Culture of Your Firm

  12. Organizational Culture

  13. MODULE 4 Incentive Compensation

  14. Incentive Compensation

  15. MODULE 5 Partner Compensation

  16. Partner Compensation

  17. Partner Incentive Compensation

  18. Other Initiatives

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