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FPInsights®

COMPENSATION STUDY

Compensation is Key to Long-term Value Growth

Compensation is the most significant expense in a wealth management business, directly influencing profitability, talent retention, and long-term enterprise value. Understanding how your compensation structure compares to industry peers empowers you to make informed, strategic decisions that drive growth and sustainability.

 

FP Transitions is launching a groundbreaking Compensation Database designed to fill the gaps in existing industry research, providing not only the “how much” but also the “how” advisors and operational staff are compensated.

Moving Beyond the Numbers

Traditional industry surveys focus on compensation amounts but fail to uncover the methods and structures behind those numbers, often leading to misleading conclusions and costly compensation models.

Our research emphasizes:

How advisors are compensated — salary, revenue-sharing, equity incentives, or hybrid models

The role of equity in compensation strategies to drive long-term value

How much advisors are earning, with meaningful benchmarking insights

By participating, you gain access to exclusive, data-driven insights in our white paper to refine your compensation approach, attract top talent, and enhance your business’s enterprise value.

Common Compensation Models

Compensation in wealth management extends far beyond total compensation. While salary and bonuses are common factors, other elements like equity participation, profit-sharing, synthetic equity plans, and long-term incentive structures play a crucial role in shaping how compensation is allocated and perceived. Different businesses adopt various models based on their goals, ownership structures, and long-term sustainability plans. Through our survey, we aim to help you identify which compensation model aligns with your business, ensuring you have a clear understanding of where you stand and how you can optimize your approach for growth and retention​.

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Compensation Study Survey PT
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Start the Survey

Go to FP Transitions Homepage: fptransitions.com

Login to the FPInsights Portal: Located at the top right of the navigation bar

Start the Compensation Survey: Located on the bottom left of the dashboard

Watch the Video or Download the PDF: Step-by-step guide on how to complete the survey

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