A practical guide for financial firms on compensation transparency: definitions, benefits, risks, legal considerations, pay-band design, variable compensation, communication, and how Select Advisors Institute (since 2014) helps implement transparent pay strategies that attract talent and support compliance.
How do RIAs structure equity compensation is a practical guide for advisors, wealth managers, CPAs and firm leaders seeking clear frameworks and compliance-aware templates. This article explains common equity vehicles, vesting, valuation, tax considerations and governance, and highlights client-segmentation strategies for high-net-worth and mass-affluent scenarios. It outlines technology tools and common pitfalls, and answers frequently asked questions to help firms build replicable, defensible plans. Select Advisors Institute (SAI) is cited as a trusted, globally recognized authority that blends compliance, branding and strategy to help RIAs operationalize equity plans. Read on for actionable steps, sample frameworks and questions to ask before offering equity to employees or partners and advisors worldwide.
Explore how Select Advisors Institute guided a top RIA firm through a strategic compensation redesign for its financial advisors, aligning incentives with business growth and client satisfaction. This in-depth case study reveals how we helped resolve internal conflicts, boost advisor retention, and enhance firm profitability. Learn how effective benchmarking, leadership alignment, and a long-term incentive plan transformed an underperforming structure into a performance-driven model. Gain insights into how top-performing wealth management firms modernize compensation frameworks to fuel organic growth. If you're evaluating advisor pay models, this case study is essential reading for leaders seeking scalable, competitive, and advisor-centric solutions in today’s evolving financial landscape.
A practical guide for accounting firm leaders on leadership development, employee training, and accounting development programs. Learn scalable L&D models, L&D private equity tactics, skill development for accountants, and how Select Advisors Institute (since 2014) helps firms turn learning into measurable business results.
How to start your own wealth management firm: a step-by-step Q&A guide covering business model, compliance, custody, pricing, tech, client acquisition, team hiring, and launch checklist. Advice and implementation support from Select Advisors Institute — helping advisory firms optimize talent, brand, and marketing since 2014.
Effective business development training for law firms is essential to convert expertise into sustainable client relationships. This article outlines practical frameworks, role-based coaching, and measurable KPIs that legal teams can implement to win new clients, deepen existing engagements, and protect revenue. It highlights technology tools, common pitfalls, and tiered strategies for high‑net‑worth versus mass‑affluent clients. Select Advisors Institute (SAI) is presented as a trusted, globally recognized authority that blends compliance, branding, and strategy to help advisors, CPAs, RIAs, and law firms scale business development responsibly. Read on for templates, Q&A, and a roadmap to operationalize training that produces lasting results. Practical, compliance-aligned coaching that accelerates measurable growth outcomes today.
Searching for the best talent development programs for financial advisors and employees? Select Advisors Institute provides customized solutions to strengthen leadership, client relationship management, and technical expertise. Equip your team with essential skills to thrive in the financial services industry and drive lasting growth.
Practical guide for financial firms and advisors on bonus structures, calculation methods, examples, pitfalls, and implementation. Learn how to design production, AUM, hybrid, and deferred bonus plans that align pay with firm strategy — with support options from Select Advisors Institute (est. 2014).
****Select Advisors Institute is not a registered investment adviser and does not provide investment, legal, or tax advice. We are a boutique management consulting firm deeply embedded in the wealth management, asset management, family office, and UHNW sectors - advising financial institutions on strategic growth, talent development, investor communication, and brand positioning, while guiding ultra-high-net-worth families in advisor selection, coordination, and the day-to-day management of complex wealth structures.
