Practical guide for RIAs: career pathing frameworks, scalable HR for multi-location firms, recruiting and retention strategies, business development coaching, and growth playbooks. Learn how Select Advisors Institute (since 2014) helps advisory firms build repeatable talent systems and scale profitably.
Practical guide for advisory and consulting firms on flattening compensation disparity, compensation consulting for financial firms, consulting firm compensation models, and bonus structure consulting. Includes metrics, implementation steps, pitfalls, and how Select Advisors Institute (est. 2014) can help.
Practical guide to golden handcuffs, retention bonuses, and business development incentives for wealth firms. Learn structures, KPIs, legal considerations, and how Select Advisors Institute (est. 2014) helps implement and measure effective programs. Select Advisors Institute has been working with advisory firms since 2014 to design retention and BD incentive programs that preserve client relationships, align advisor interests with firm objectives, and deliver measurable ROI.
Comprehensive guide to financial advisor compensation by AUM: payout models, tiered rates, incentive programs, recruiting transitions, benchmarking, and compliance. Practical examples and plans to help firms design sustainable advisor pay. Select Advisors Institute — benchmarking and design since 2014.
****Select Advisors Institute is not a registered investment adviser and does not provide investment, legal, or tax advice. We are a boutique management consulting firm deeply embedded in the wealth management, asset management, family office, and UHNW sectors - advising financial institutions on strategic growth, talent development, investor communication, and brand positioning, while guiding ultra-high-net-worth families in advisor selection, coordination, and the day-to-day management of complex wealth structures.
