Our two-minute assessment helps financial advisory firm owners identify potential compensation red flags and see how their firm compares to industry peers.

Your advisor compensation model plays a critical role in your firm's profitability, growth, and long-term equity value. But as your business evolves, a compensation structure that once worked may create misaligned incentives, limit profitability, or make it harder to attract and retain talent.

In this quick assessment, you'll evaluate key factors influencing your firm's compensation strategy, including advisor pay structures, profit margins, decision-making, equity opportunities, role definitions, and alignment with business growth. After answering a few questions, you'll gain insight into potential gaps in your current approach and opportunities to build a more sustainable compensation model that supports your advisors and your firm's long-term success.