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We understand the financial products distribution business:

• Connected to industry professionals nationwide—maintaining a national database of industry peer group relationships
• The process and subtleties of selling and servicing retail and institutional distribution channels

Clients benefit from our whole range of services:

• Benchmarking and alignment of compensation
• Formulating compensation and performance management strategies
• Develop base pay and bonus/incentive programs
• Incentive plan design and management
• Competency matrix
• Link sales force efforts to organizational objectives
• Product distribution analysis and implications for sales strategy
• Production, ranking and sales goal achievement
• Market mapping, channel segmentation and targeting, sales force sizing, territory alignment, and quota setting