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Advisor Compensation Services Packages

With a combination of consulting and research, Ezra Group provides effective guidance for wealth management firms including advisor compensation systems, fee-based platform evaluation, operational efficiency and improvements, and more.

Data as an Asset (DaaA) Readiness Check

Enables organizations to quickly and confidently evaluate their ability to effectively use data to drive business performance.

Performance Readiness Check

Delivers an organizational readiness scorecard that evaluates a firm’s opportunity for acceleration of business performance transformation.