CEO Neal Simon To Participate in Financial Planning Webinar on Structuring Compensation

Rockville, MD. November 10, 2016 — Neal Simon, CEO of Bronfman E.L. Rothschild, will participate in Financial Planning’s web seminar “Best Practices for Structuring Firm-wide Compensation Plans to Attract and Retain Talent” on November 15 at 1 p.m. ET.

Other featured presenters will include:

  • Grant Rawdin, Founder and CEO of Wescott Financial Advisory Group
  • John Furey, Founder and Principal of Advisor Growth Strategies

The panel will discuss key issues in one of the industry's fastest-changing and most important practice management disciplines: compensation. Advisor firm owners can typically expect to spend more than half of their revenue on payments and benefits to professionals and staff on their team, making it the single largest expense for advisory firms.

To register for the upcoming webinar, click here.

About Bronfman E.L. Rothschild
Creating, enhancing, and preserving wealth is the focus at Bronfman E.L. Rothschild.  Through a breadth of experience that goes beyond investing, advisors help families and individuals clarify their financial goals and develop thoughtful financial strategies to meet their objectives.  Overseeing more than $4 billion in client assets under management*, the firm focuses on the lives of their clients as much as their assets, all to best understand what’s most important to them. The firm also serves as a consultant to corporate retirement plans, overseeing investment fund selection and monitoring, providing fiduciary oversight, and offering its unique Retirement Readiness education experience to plan participants.  The firm’s retirement plan consulting and administration professionals specialize in assisting with the design, implementation, and administration of qualified retirement plans.  They also provide consulting services on a wide range of retirement plan issues including plan termination, IRS and DOL audits, and plan corrections under IRS and DOL approved procedures.

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*client assets under management as of 6/30/16

Bronfman E.L. Rothschild is a registered investment advisor. Securities, when offered, are offered through an affiliate, Bronfman E.L. Rothschild Capital, LLC (dba BELR Capital, LLC), member FINRA/SIPC.