Developed by Jason L Smith, this podcast takes you through strategies for multiplying your revenue, net profit, lines of business, capabilities, efficiencies, most valuable relationships, and top producers — your rainmakers. Join our rotating host lineup for exclusive insights on everything from structuring your practice, marketing best practices, compensation frameworks, and how to navigate the modern world of compliance.
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Developed by Jason L Smith, this podcast takes you through strategies for multiplying your revenue, net profit, lines of business, capabilities, efficiencies, most valuable relationships, and top producers — your rainmakers. Join our rotating host lineup for exclusive insights on everything from structuring your practice, marketing best practices, compensation frameworks, and how to navigate the modern world of compliance.
How Advisory Firms Build Team-First Compensation Models That Motivate
Rainmaker Multiplier On-Demand
29 minutes 28 seconds
2 months ago
How Advisory Firms Build Team-First Compensation Models That Motivate
Building the right compensation strategy is one of the most critical investments advisory firms make—after all, people are often your largest expense and greatest asset. Discover how to create compensation models that not only attract top talent but inspire firm-wide growth and long-term commitment. Join guest host Kirsten Schlumbohm as she sits down with Kelli Knudsen, EA, Controller and Head of People and Culture at JL Smith Holistic Wealth Management, to explore their innovative "base plus incentive plus stake in the outcome”— part of the comprehensive approach developed through C2P's Teamwork Movement Practice Management program. Kelli shares practical insights from over a decade of experience implementing and refining these compensation strategies that balance financial stability with performance motivation. Learn how to design compensation plans that get everyone from receptionists to senior advisors invested in your firm's success. Resources:* Program referenced: The Teamwork Movement Practice Management Program * Training referenced: The Teamwork Movement Live Training
Rainmaker Multiplier On-Demand
Developed by Jason L Smith, this podcast takes you through strategies for multiplying your revenue, net profit, lines of business, capabilities, efficiencies, most valuable relationships, and top producers — your rainmakers. Join our rotating host lineup for exclusive insights on everything from structuring your practice, marketing best practices, compensation frameworks, and how to navigate the modern world of compliance.
