Is the AUM business model a thing of the past? As new comp models have disrupted the investment advisory space, which models will win out? Within this environment, which compensation models will work best for advisors and why?
Join this complimentary webcast to learn how newer compensation models could affect your business. You will discover:
- Where compensation for advisors is heading and how to react to the changes
- How to survive the compensation squeeze by changing your compensation model – is there an optimal fee model?
- How to maintain your current asset-based model by reeducating your clients on its benefits
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|Andy Tasnady, Founder, Tasnady & Associates. Andy has a broad blend of over 25 years of line and consulting experience in multiple disciplines within Financial Services which provides the basis for his focus and skills. After over 10 years in Marketing, Strategy, Service Operations, and Quality & HR management roles with American Express, he focused the last 15 years in Sales compensation and Marketing performance projects, mostly within financial service firms, and most often with brokerage sales forces, with the last 10 years leading engagements at his own firm. His brokerage firm experience includes Merrill Lynch, Wells Fargo (and Wachovia Securities), UBS, Citibank, RBC Dain, Chase, and Charles Schwab. Other recent industries include Insurance and Web-based technology firms. Andy holds a BS in Computer & Systems Engineering from Rensselaer Polytechnic Institute and an MBA from Harvard Business School.|
|Mark Elzweig, President, Mark Elzweig Company LTD. Mark is an executive search recruiter who has had a front-row seat for more than thirty years on developments in the world of financial advisors. Over the years, he’s helped advisors make strategic career decisions and to successfully transfer client assets to new firms. His work has appeared in numerous publications including On Wall Street, ThinkAdvisor, Seeking Alpha, and many more. Writing about industry trends is one of Mark’s longstanding interest.|
|John Furey, Managing Partner, Advisor Growth Strategies, LLC. John Furey is the Managing Partner of Advisor Growth Strategies, LLC (AGS), a leading management consulting firm serving the wealth management industry. AGS provides custom business management solutions for independent advisory firms seeking to aggressively grow their business and for financial advisors in transition. AGS has consulted with 250+ firms nationwide representing over $300 billion in investable assets. Mr. Furey conceptualized and leads aRIA (the Alliance for RIAs), an independent think tank of seven leading independent advisory firms committed to advancing the financial advisor profession. Mr. Furey is a recognized industry expert, thought leader, and a noted speaker at financial industry conferences.|