Owner Compensation & Equity Trends

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How do you compensate owners in your firm? Are you looking for opportunities to expand firm ownership?

This timely webcast will help you answer these questions as we focus on two important areas of ownership: owner compensation and equity trends.

Join Kelli Cruz, Director of Research & Consulting at IN Adviser Solutions, along with a panel of successful advisers, as they discuss the best approaches to compensating owners for the various roles they play in the firm and explore new equity trends data.

Date: Tuesday, February 28, 2012
Time: 4:00 – 5:00 pm ET

Attend and learn:

  1. How to determine owner base salary, incentive compensation and total cash compensation based on current market data and trends
  2. Latest ownership trends and funding options
  3. How successful firms are compensating and developing the next generation of owners

A free and invaluable resource.

PANELISTS:

Marita A. Sullivan Marita A. Sullivan
JMG Financial Group, Ltd.
Chief Executive Officer

Greg Friedman Greg Friedman
Private Ocean
Founder and President

Zachary T. Abraham Zachary T. Abraham
McKinley Carter Wealth Services
Director of Human Resources and Chief Compliance Officer

MODERATORS:

Kelli Cruz Kelli Cruz
IN Adviser Solutions
Director of Research & Consulting

Sponsored by:

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