Financial Advisors

new ca on the squad who is purely admin at moment. Eager to learn and likely become fa. Also has extensive network. How would you comp him for introduction he makes into the practice out of the gate?

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works at

Unregistered the only thing you can do is pay him a flat dollar amount fee to introduce, and that needs to be paid whether or not a sale happens. He cannot be compensated based on sales.

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Registered? I made 1% starting out then moved up to 3%. Eventually went out on my own.

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What if unregistered? Anyone ever give quarterly bonuses based on team hitting new asset goals and or service model being 100pct completes each month?

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He is registered

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