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.
We evaluate, optimize, and deploy advisor compensation systems. This includes assessing the current state of the field compensation systems and support processes, reviewing and optimizing underlying data architecture, implementation planning, and execution. We develop recommendations for the future implementation, calculate ROI, and identify opportunities for improvement. View Advisor Compensation Service Packages