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SESSION TWO WORKBOOK

SESSION TWO WORKBOOK. Impressionist 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. Team 1. Lead Advisor. Associate Advisor.

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SESSION TWO WORKBOOK

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  1. SESSION TWO WORKBOOK Impressionist 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 Team 1 Lead Advisor Associate Advisor CSA Team 2 Lead Advisor Associate Advisor CSA Team 3 Lead Advisor Associate Advisor CSA There will be 8 teams

  5. Service Team Structure

  6. Compensation Benchmarking Wealth Management Junior Partners **Total includes Salary, Bonus and Perks

  7. Compensation Benchmarking Wealth Management Lead Advisors

  8. Compensation Benchmarking

  9. MODULE 2 Staff Selection and Performance Management

  10. Job Advertisement

  11. Performance Evaluation

  12. Performance Evaluation

  13. MODULE 3 The Culture of Your Firm

  14. Organizational Culture

  15. MODULE 4 Incentive Compensation

  16. Partner Compensation

  17. MODULE 5 Partner Compensation

  18. Partner Compensation

  19. Partner Incentive Compensation

  20. Other Initiatives

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