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As the need explodes for financial advisors to increase their services – and emotional support – to clients during today’s challenges, the importance of non-cash compensation in their professional development has grown exponentially.
Far beyond yesterday’s “free lunch,” sponsored asset management events offer client-centric advisors a valuable way to expand their knowledge of trends, regulations and portfolio themes.
The right answer can depend on how an event is valued and how a firm utilizes these allocations
Determining which amount is correct through traditional, manual spread sheet approaches can take away time and attention better spent on personalizing the client’s experience.
Consider a better way to reconcile non-cash compensation throughout your eco-system.
See how a single digital portal can optimize reconciliation and empower your wealth management team.
Advisors have told survey interviewers for decades they spend too much time on recordkeeping. Broadridge’s non-cash compensation web portal solution offers them a digital pathway to providing better service to the clients they have – and the additional time they need to acquire a few more.
To learn more about Broadridge’s Non-Cash Compensation solution, contact Broadridge today. CONTACT: Dan Mezaros
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