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6 Tips To WOW Your Clients Through Client Surveys

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Client surveys are a critical component of your overall business plan and should be incorporated into your marketing plan as well. Your surveys measure satisfaction or dissatisfaction in alignment with services you offer to your clients. Client surveys should be designed to determine vital needs of your clients and build and deepen personal relationships. The results of your survey will aide your firm in building invaluable loyalty and prompt existing clients to provide qualified referrals.

Firms that incorporate client surveys within their overall business and marketing plan, will  position themselves ahead of their competitors. However, it doesn’t stop there – you must be prepared to process the information you receive from your surveys and take action in order to have an impact on your overall strategy and incorporate excitement among your clients.

Benefits Of Client Surveys

Client Retention: A well planned client survey allows your firm to gather client feedback which can greatly improve client retention rates.

Performance Opinions:  Clients are your best judge of your products, services and performance.  Utilize your client survey to determine where areas of improvement are needed.

New Trends/Innovative Ideas: Gain knowledge through your client survey by taking advantage of suggestions to improve products or introduce a new one.

6 Must Do’s With A Client Survey

Increase Your Bottom Line: The sale doesn’t stop when your client signs the paperwork. Unfortunately, many firms don’t have a solid client communication process in place. Part of your system should include a survey once a prospect becomes a client. Demonstrate the importance of your survey to your clients by communicating how the survey enables you to better serve them. Incorporate surveys into your new client process to aide in your client retention strategy.

Don’t Focus On Numbers: Create the stage and allow your clients to tell a story. A survey with number rankings will not produce the information you need to toot your horn or make changes. When clients can illustrate what you and your team did well, you will want to replicate the process to be certain it becomes routine.

Develop Meaningful Questions: Craft your survey to encourage open-ended feedback by incorporating open-ended questions. Yes and no answers will not provide you with the comprehensive information you need. Dig diligently to find the questions you want answered and integrate ways for clients to refer to specific examples.

Be Ready For Change: Avoid taking the time and effort of creating and distributing client surveys without the intention of making changes or improvements. Assimilate surveys into your marketing plan to leverage opportunities to stand ahead of your competition. If clients are asking for more information regarding certain topics or say they never read your newsletter, be certain to take the suggestions to heart. Assign someone in your office or a team of people dedicated to collaborate and brainstorm for ways to implement survey responses. Announce changes through email blasts, social media and newsletters. This will create excitement amongst your clients, especially the ones that made the suggestion.

Test Different Survey Methods: Most clients will complete a survey as long as they know it is confidential; they don’t want you to know who is making comments. Avoid putting your clients in an awkward position by offering different survey methods that are also easily accessible. Some options include using a third party, email surveys, website feedback, or a free survey site such as SurveyMonkey. Many firms have reported significantly better results through a simple phone conversation with clients. Test the water to find what fits best for your clients and provides you with valuable information.

WOW Your Client: If you use a survey method where you can identify the client, create added value by sending a handwritten thank you note or calling them to say thanks. How many times have you been thanked for completing a survey? Thanking your clients will show you genuinely care about their input and build stronger relationships. This will earn you a WOW factor!

In Conclusion

Consider client surveys an empowering and enlightening tool essential to your business and marketing plan and incorporate comments into your strategic SWOT analysis. Keep surveys brief, if they are too long, no one will return them. In addition to offering your survey at the beginning of your relationship with a new client, implement a recurring survey strategy to capitalize on new market trends and opportunities. You may want to take a leap and survey prospects as well. A well managed survey process will reveal a client focused culture.

Join the conversation! Let us know how your firm uses client survey’s!

Ironstone is available to help your firm develop productive client surveys.

Contact us for more information!

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Annual Client Appreciation Events Are Great, But Your Firm Can Do Better!

An annual client appreciation event is great, but…you can do better than that.  Why wait to say thank you once a year?  One of the most important components of your business plan and strategy is to continue to find ways to strengthen client relationships.  Implementing this practice on a daily basis will set your firm apart from the competition and create an experience for your clients that won’t go unnoticed.

Financial advisors know a rule of thumb asserts, “it costs five times as much to attract a new client as it does to keep an existing one”.  A comprehensive marketing plan will include a client a marketing strategy targeted towards existing clients.  The benefits:

  • Foster, strengthen and maintain relationships with your best clients
  • Increase the percentage of wealth you manage for your clients
  • Generate referrals
  • Defend your position with competitors

In our blog, Foster-Strengthen-Maintain-Relationships Through Client Appreciation Events,   https://aeschlapia.wordpress.com/2012/05/18/foster-strengthen-maintain-relationships-through-client-appreciation-events/  , we reviewed strategies and ideas for holding client appreciation events.  More importantly, let’s not forget the daily acts we can implement in our firms to escalate a continued expression of appreciation for our clients.

Is your firm currently practicing daily and random acts of appreciation with clients?  If not, now is the time to start and if so, how can you take those acts to the next level? 

Implement a client appreciation program by identifying the outcome.

The underlying success of your program hinges on the ability to create an authentic client experience. Client retention starts when your firm recognizes the fact that the client should be acknowledged, thanked and recognized for their loyalty and trust they have placed in your firm.

We all have a natural tendency to take things for granted.  Don’t wait for pivotal moments to appreciate your clients.  By showing daily appreciation to each client that you come in contact with, your firm will stay on the path of acknowledging the benefits each client provides and will cultivate positive thinking in your office.

To have an impact, you and your team must be inspired to say “thank you”, not compelled or with lack of passion.  As you are developing your marketing strategy for 2013, incorporate ways to increase client satisfaction by using gratitude in your firm; e.g implement a Gratitude Project and track your successes.

Ironstone’s Top Ten Ways To-Thank-A Client

  1. Give a proper verbal greeting and farewell.  Use names when you can and ALWAYS thank them for their business.  Greet clients at the door – open the door for them when they leave.
  2. Write a follow up thank you note.  Make sure to hand write the note and let them know you appreciate their business. It provides a personal touch and carries much more meaning than a typed letter.
  3.  Make a phone call.  With technology it is easy to get lazy.  Call clients randomly just to say thank you.
  4. Make clients feel special.  Learn your client’s passions and what makes them excited about life.  People love to engage in conversation about their families, community contributions and their passions.
  5. Give clients a small token.   Have freshly baked cookies in your office or hot chocolate on a cold day.  Clients love token items, stock up on unique gifts that don’t cost a fortune- firm branded pens, pocket calendars, pencils, etc.
  6. Let them know they made your day.  Face it, clients are our bottom line-appreciate any small thing about them each time you see them- and thank them.  Tell them-“Thank you for making my day!”
  7. Introduce your clients.  Give your clients a tour of your office.  Introduce them to other staff.  It will give them an inside look at the operations of your firm and establish connections with other team members.
  8. Host small “fun days”.   Pick a day a month and declare it, “I’m Going To WOW My Clients Day.”  You can choose different themes and plan accordingly.  Keep it simple and fun – your clients won’t forget it and will probably share it with their friends.  (Best practice idea; take a picture of your clients and mail it to them in a few days with a thank you note)
  9. Acknowledge their comments or suggestions.  Let them know how much you appreciate their thoughtfulness and contributions.  Call them or write to them if you implement a suggestion they have shared.   What a great way to say thank you!
  10. Celebrate Life.  Call clients or invite them to lunch or coffee on special occasions; birthday’s, anniversary’s, retirement, etc.

Insist that your team start practicing the art of gratitude.  Be proactive as life happens rather than reactive when it may be too late.  To remain in a client’s mind, your firm needs to be “in front of them” as often as possible.  Your clients are giving you lots of opportunities to stay in their minds – let them know you appreciate them!

“As we express our gratitude we must never forget that the highest appreciation is not to utter words, but to live by them.” ~ John Fitzgerald Kennedy

We are curious!!  What do you do at your firm to show appreciation to your clients?  Let us know!

Follow us as we explore each of Ironstone’s Fundamental 4™!

  • Strategic Planning
  • Business Development
  • Operational Effectiveness
  • The Human Element

 

• Email us at info@ironstonehq.com
• Call our office at 800-917-8020
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Ready To Jump On The Social Media Bandwagon?

As social media has taken a front seat for many advisors, there is still a high percentage  not taking advantage of this prospecting tool.  Many advisors simply don’t have the time, knowledge or staffing to implement a social media platform.  The benefits of having a social media presence will out-weigh the efforts you invest  developing your prospecting strategy.

The fundamental element needed to implement a successful prospecting plan at your firm is to systematically position your practice to attract new clients.  Choose activities that will put you at your best in order to invoke natural enthusiasm with the purpose of cultivating trusting relationships.  Within  your marketing plan, you will need to develop a comprehensive prospecting strategy appealing to new clients.  Begin with the 7 strategies  Ironstone recommends as your foundation.  If you missed our blog, “How to Write a Prospecting Plan for Your Firm,” https://aeschlapia.wordpress.com/2012/04/05/learn-how-to-write-a-prospecting-plan-for-your-firm/you can read it here.

Top financial advisors have one common denominator:

  • A marketing plan and a follow-up strategy

 The biggest difference in this  common denominator is what is within the marketing plan and how committed each firm is to their follow-up strategy.

Adding Social Media to Your Prospecting Platform

Ironstone suggests starting small and simple.  Establish  your social media goal.  Don’t feel you need to take on the world.  Facebook, Twitter, LinkedIn and Blogging are all easily managed social media channels  you should be using; START TODAY!   By using social media, you will gain:

  • Name recognition
  • Establish credibility
  • Client acquisition and retention
  • Deepen existing relationships

 Follow Ironstone’s simple guidelines to get started with your social media presence.  By following these basic steps, your social media goals will be easier to reach and more rewarding.

Create Basic Profiles on the Social Media Channels You Wish to EngageYou must realize  social media is an active exchange of information.  In order to establish relationships, you must engage in and actively participate in discussions.

Add Your PhotoUse a professional photo.  If you don’t have a professional photo, make the investment to have one taken.

Be YourselfEngage in social interaction.  Relationships are developed when you allow others to get to know you.  Talk about your family, your interests and things that will interest them. Consider scheduling random posts or blogs about health and wellness or other generalized topics that pique interest levels.

Target MarketPick a small niche.  Remember, you don’t need to take on the world.  Find out where your target/niche market hangs out online.  You might find your COI’s on Linked In while retirees are making posts on Face Book.  Connect with your clients in these various social media channels.

Provide ValueBeing the solution to a prospect is the key to landing new business.  Provide information that will genuinely help others.  Review profiles;  find out the interests of your clients and prospects.  Gather relevant content  you can post and distribute on your social media channels that are devoted to your target market.

Provide A Capture FunnelAdd a form that is short and simple to capture information from readers and those who are downloading your content.  Do not simply ask readers to call you;  they are online and that is where they want to stay for now.  An Ironstone best practice tip is to provide a capture form that leads readers to valuable and relevant information; example:  “The Top 5 Ways To …………..”

Manage TimeDefine your own unique publishing schedule and pick a specific time to post and read updates from those in your network.  Make adjustments as needed,  test different times and days.    If you find  you get more interaction on certain days and times, stick with it.  Maintain a continued presence online, but be cautious of overdoing it!

Follow-Up – It is imperative and courteous that you follow up with those who have accessed your information.  Be ready to provide them with additional information that will be useful to them and offer a solution to their needs.

Ironstone can assist you in developing a social media plan for your firm.  Let us know how you are using social media in your firm!

• Email us at info@ironstonehq.com
• Call our office at 800-917-8020
• Connect with us:


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Existing Client Workflow – Don’t Just Manage Your Client Experience, Enhance it!

You Must Keep One Thing In The Front Of Your Mind,

“Relationship Building Is A Process”

In our blog about New Client Workflows (https://aeschlapia.wordpress.com/2012/04/24/workflows-how-they-enable-execution-of-your-business-strategy/), we explore the details that you need to consider while building the strategies to acquire and interact with new clients.  Existing clients need just as much time and attention in order to remain clients.

In general, a client experience is the knowledge and understanding that clients gain as a result of their interaction with your employees, brand, web site, customer applications, office space, point of sale, or any other touch points.  The following factors are the essential ways in which you have control over how good or how great your client experience is:

  1. Define Your Client Experience: This is a series of decisions about which services to automate, which to drive manually, when to schedule reviews, when to prompt client interactions or service reminders, and what information to store.  Establish processes unique to each channel since an in-person experience will differ considerably from an online experience.
  2. Collect Client Details: The ability to effectively extract relevant details about clients is one of the most potent advantages one can have during the sales process.  Our recent blog about Client Management Databases (https://aeschlapia.wordpress.com/2012/05/08/client-management-databases-use-them-to-your-full-advantage/) describes what information to capture in your CRM.  However, consider going beyond the norm.  Collect information that may be considered trivial or irrelevant (for instance, travel preferences) and use your CRM to process this data and recognize patterns in order to help develop personalized offers.  When meeting with clients and prospects, learn as much as possible through a truly meaningful interview by engaging in conversation that will not only strengthen and enhance your relationship, but allow you to find out how your practice can improve their experience.  Some topics to ask questions about, are:

 

  • Family and Relationships – issues with family members that may impact planning?
  • Lifestyle and Hobbies – What are you most passionate about?  In what ways do you participate?
  • Value and Concern -How do you define quality of life?
  • Career – Are you currently working?  How long do you plan to work?
  • Business Ownership – Describe how selling or retiring from your business will affect you.
  • Assets – What is your strategy for saving or setting aside money to invest?
  • Legacy – What causes/organizations/charities, etc. are you and your family passionate about?
  • Developing a Team – What are your best and worst experiences with an investment advisor or financial planner?
  • Service Expectations – What can our firm do in order to provide you with the ultimate client experience to gain your trust and loyalty?

 

  1. Narrow Your Client Focus: A well planned questionnaire to collect information will help you identify which target market your client/prospect should be cited in for future campaigns.  This will help you create your ideal customer profile and essentially your niche target market, as well as provide the structure you need to define your client segments and service matrix.
  2. Engage Your Team Members:  It is critical that all levels of the team are involved in this process in order to promote clarity and consistency.  Ask your team if they understand what is expected of them.  Review and refine all tasks in order to communicate transparent expectations that can be attained.  Beware of heavy restrictions and rules that might hinder the ability to create positive client outcomes.  Define specific innovation objectives and rewards for improving the customer experience. This will inspire an unrelenting commitment to exceeding client expectations.
  3. Engage Your Clients: Customer engagement materializes in a conversation that leads to a greater level of interest from both parties.  Be the voice of your client and ensure that you are addressing their emotional needs better than your competitor can.  Know your client’s alternatives to make sure you can deliver on the promise of being better.  This leads to the voluntary involvement of the client rather than a sale on the premise of desperation and lack of alternative options. Once you’ve engaged customers with personalized offers, it’s time to entice them.  This means the perfect combination of essential value, amenable feelings, and perfect timing.  Practice showing genuine interest through key points that you have learned, in order to show that you have a valued interest in your client beyond the transaction.  By adding a personal touch to your client conversations now and in the future, you are most likely to make your clients feel important and special.
  4. Measure Your Client Experience: The measurement stage is essential to any process.  It provides new insights on how to improve and provides empowerment as a result of the successes that are revealed. A good evaluation system is first and foremost regular.  It encourages internal feedback as well as elicits feedback from clients to ensure consistency.  It may even be beneficial to test a process with trusted clients before the official launch date.  Collect feedback through surveys, focus groups, visual tracking aids, and offer incentives for volunteering opinions.

Workflows ensure consistency and the delivery of promised value.  The practice can rest, assured that things aren’t falling through the cracks and there are no missed opportunities.  In essence, workflows aid in creating exceptional client experiences, which results in client retention and ultimately client referrals.  While clients can’t always tell you what will exceed their expectations, they notice it when it happens and they tell others about it.

Ironstone can assist you in developing the strategies and tactical questions to gain meaningful insights that will strengthen client relationships and assist you throughout the process.  By seizing control over the factors above, you will move from a buyer/seller relationship to sharing common interests with your clients and prospects.

Contact us for assistance in starting and improving your Existing Client Workflow.  We want to hear from you!   Share your best ideas here!

Follow us as we explore each of Ironstone’s Fundamental 4™!

  • Strategic Planning
  • Business Development
  • Operational Effectiveness
  • The Human Element

 

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Workflows & How They Enable Execution Of Your Business Strategy

The objective of Ironstone’s Fundamental4™ –Operational Effectiveness and the New Client Workflow serve as the foundation of your unique process to solve problems, manage interaction, automate tasks, and provide consistency for positive and repeatable impact to the client experience.

In today’s highly competitive market, wealth advisors need an effective Client Workflow System that enables execution of business strategies consistently and cost-effectively. A workflow system consists of a series of written procedures with supporting checklists and templates that document and systemize every aspect of how a firm operates and delivers client service.

The absence of any workflow model in a firm is a primary culprit for office inefficiency.

Client workflow systems should create two primary objectives for your firm, improved efficiency and profitability. They provide the mechanisms needed for all team members to work together seamlessly providing a high level of client service.

Processes that you should include in your client workflow system are:
• Client relationship management
• Internal/external marketing
• Automation of processes between team members
• Generation of management reports
• Integration to back office systems
• Regularly scheduled communication among team members

Each of the processes within your client workflow system are inter-related. Workflow systems will benefit your firm by enabling you to continually provide excellent client service, concentrate on your areas of strength, build accountability for your practice, enable you to deliver more comprehensive services, assist in managing regulatory and compliance related issues, and add value to your firm for re-sale purposes.

Ironstone has found that two key factors are important when implementing a client workflow process; technology and strategy.


Technology:
From a technology perspective your client relationship management system (CRM) should meet some minimum requirements:
Easy to use– Information is easily captured and shared, enhancing your ROI.
Adaptable-Because advisory firms experience a magnitude of change in approaches, regulations and investment climate, you will want a CRM (Client Relationship Management) system to be able to support those changes.
Workflow Engine-One of the most significant areas of productivity improvement is the use of workflow engines that are included with leading CRM solutions.

Strategy:
When developing your new client workflow center your strategy around two priorities, client retention and client acquisition.

Client Retention Workflows aide in client retention for your firm by automating reviews, prompting client interaction, scheduling service reminders, and storing other important client information. With automated processes, you will feel comfortable that things aren’t falling-through-the-cracks and know that your firm is not missing opportunities.

Client Acquisition Position your firm with the capability to be pro-active. When you can deliver targeted marketing and track results, you can transform a prospect into a client. Workflows will automatically trigger logical steps in acquiring a client to ensure that your marketing efforts are executed on a consistent basis.

A workflow system should always be a work in progress. Your practice will evolve and grow, and your firm will encounter regulation, compliance and industry change. Accordingly your workflow process should continue to evolve and be updated.

Ironstone can assist you in developing a comprehensive new client workflow. We specialize in identifying gaps in your existing plan and will collaborate with you to develop solutions that are parallel in achieving the results your desire.  A great way to start is by building checklists.  Download our “How To Create Checklists.” 4.24.12Checklists   Checklists get repetitive activities and routines out of your brain, and let it rise above to focus on the hard stuff.

Contact us for assistance to develop, implement or review or new client workflow. We want to hear from you! Share your best ideas here!
Follow us as we explore each of Ironstone’s Fundamental 4™!
• Strategic Planning
• Business Development
• Operational Effectiveness
• The Human Element

You won’t want to miss our next in the series: The Human Element-Communication ~ Knowledge is Power, But Fruitless if Poorly Communicated. “
• Email us at info@ironstonehq.com
• Call our office at 800-917-8020
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Business Plans -Creating A Roadmap For The Success Of Your Firm

The main objective of strategic planning in your firm is to create an uncomplicated plan that clearly defines the direction of your practice. A business plan embodies your set of business goals and how they can be attained. Overall, a business plan supports the business model and explains the steps to achieve the goals of that model. You will want to be as specific and detailed as possible in each area of your business plan.

The goal of your business plan should be to create a roadmap for the success of your firm.

Ironstone’s research has shown us that approximately 40% of financial advisors actually have a written Business Plan and even fewer have a marketing plan. Those firms that implemented a completed business plan have 50% more profits and revenue than firms without a plan.

Your business plan will help you:

• Evaluate your firm and your position relative to your competition
• Provide a laser like focus to your marketing efforts
• Support your infrastructure to provide for the needs of your firm
• Diagram a route for your success

Focus Areas To Include In Your Business Plan:

An executive summary – Include your unique value proposition, how you will obtain new business, client retention practices, and your competitive advantages.
Practice Overview – This snapshot of your practice includes how it’s organized, its essential purpose, and other formalities such as founding date, legal licensing, location, etc…
Situation Analysis – Interpret the state of the environment & describe your competitive position along with the operating & financial conditions of your firm. Use a SWOT analysis in order to define your strengths, weaknesses, opportunities, and threats.
Market Summary – Describe your niche markets.
Market Analysis – Stay abreast of new market strategies and understand the needs of your community. Research current trends and potential growth in your demographic area and industry to explain how you will improve your position in the market. Include statistical information showing your current position in the market share.
Market Needs/Service Offerings – describe what your firm provides to clients & prospects. Items to include are pricing, how you will meet the needs of your clients, advertising and client service.
Competition – Analyze your competition & how your processes outweigh your competition. Explain where you want to be in relation to your competition and how you plan to reach that goal
Keys To Success – Identify three or four areas that you will focus on for optimal success.
Critical Issues – Identify three or four goals or issues that your firm plans to achieve during the year. Develop a strategic plan of how you will obtain each objective
Marketing Strategy – Attach a copy of your marketing plan.
Marketing Objectives – List the objectives of your marketing plan.
Financial Objectives – List the financial objectives of your firm and include your sales and expense forecasts along with checkpoints that will gauge performance levels.
Exit Strategy – Outline your succession plan – timeline, person(s) to retain your practice.

Once you’ve developed your business plan, don’t file it away until the end of the year when you’re making the appointment to see your CPA.   Use your business plan as a GPS guidance system for running your practice. Update it often; real-time changes are ideal, quarterly at a minimum.  Communicate your business plan to your team in order to effectively bring it to life and track milestones to enhance your overall business focus.

As you begin to develop or review your business plan, contact Ironstone for tips and best practices that will assist you in taking your firm to the next level.  We have numerous tools and aides available for you and insight that will help you reach the goals you have set for yourself and your firm.
Follow us as we explore each of Ironstone’s Fundamental 4™!
• Strategic Planning
• Business Development
• Operational Effectiveness
• The Human Element

You won’t want to miss our next in the series: Business Development – Referral Networks
• Email us at info@ironstonehq.com
• Call our office at 800-917-8020
• Follow us on twitter @ https://twitter.com/#!/AndreaSchlapia
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Human Capital Strategies

Human Capital Strategies

A successful compensation plan ensures that you pay for what you get while you get what you pay for.  Industry research heavily supports the benefits of investing your interests in Human Capital that will directly affect your bottom line.  Based upon Ironstone’s work with multiple advisory firms to establish hiring, staffing, and compensation systems/plans, we have established the following key components to consider while building your compensation plan:

A Compensation Model Is Determined By The Following:

  • Firm goals (Rev, AUM, Households, Client Retention, etc.)
  • Available firm resources (Business and Human Capital costs – i.e. budget)
  • Competitive environment (demographic factors – NYC vs. Small town USA and hiring competition)
  • Solo, Silo, Ensemble Firm

A Compensation Plan Structure Is Based Upon:

  • Well-defined roles/responsibilities of each position (Job Descriptions for Producer and Non-Producer)
  • Salary ranges for each role
  • Clear incentive opportunities (% of Net Rev, % of salary to pay out for performance)
  • Established benefits – paid time off, medical, 401k, career development
  • Outlined performance goals for each position
  • Regular performance reviews (quarterly recommended) to determine if individual goals are being met and what type of incentive to pay

Compensation Structure Types Include:

  • Non-producers are paid salary only, while Producers are paid salary plus incentives
  • Non-producers and Producers are paid salary plus incentives to drive performance
  • Non-Experienced employees are paid higher salary with career path incentives – i.e. acquiring licenses 7/63/65, CFP, – moving towards a higher % of Rev pay with experience and in turn, salary becomes lower
    • Attraction of non-experienced is the ability for a firm to “mold” and align the individual to the practice
  • Experienced employees are paid lower salary with higher % Rev incentives because of experience

Common Mistakes Are:

  • Lack of structure around compensation – IDEAL GOAL – disciplined, transparent, and explainable structure – avoid subjectivity
  • Paying out bonuses regardless of whether firm has reached goals
  • Lack of conducting consistent performance reviews or aligning performance with pay
  • Using line of credit to pay bonuses
  • Incentives only being monetary – money does not motivate everyone – time off, personal development, wellness programs, awards, working virtually, etc…

While the benefits of an outstanding compensation plan might be clear-cut, the components and drivers can be somewhat of a mystery.  A clearly defined and well communicated STRUCTURE is the key to your successful compensation model!  Disciplined compensation plans are crucial for top-performance.

Develop strategies for effectiveness without paying too much and maintaining competitive compensation.  Ironstone can help you attain this and help you gain insight into how to make sure that performance meets firm standards, which align with firm goals and ultimately results in success.

Follow us as we explore each of Ironstone’s Fundamental 4™!

  • Strategic Planning
  • Business Development
  • Operational Effectiveness
  • The Human Element

You won’t want to miss our next in the series:  Business Development-Marketing Plans!