Criteria

In our associate marking system, we evaluate and reward associate partners based on criteria such as meeting attendance, leads generated, and the value of assets under advisory (AUA). Meeting attendance shows dedication to collaboration and staying updated. Leads generated reflect effectiveness in finding business opportunities. AUA value measures the associate's proficiency in wealth management. In our associate marking system, we have carefully selected criteria that encompass various aspects of associate performance and contribution. These criteria are essential for evaluating and rewarding the efforts of our associate partners. Let's take a closer look at each criterion. Partners meeting attendance, this criterion measures the level of engagement and commitment of the associate partner towards attending partners meetings. Active participation in these meetings indicates a strong dedication to collaboration, teamwork, and staying updated on important organizational matters. Leads generated, the number of leads generated by the associate partner reflects their effectiveness in prospecting and identifying potential business opportunities. Generating leads is a critical aspect of sales and business development, and this criterion highlights the associate's ability to contribute to the growth of the organization. Value of AUA, assets under advisory this criterion quantifies the value of assets under advisory added by the associate partner. It demonstrates their proficiency in wealth management, asset allocation, and providing valuable financial advice to clients. Increasing the value of AUA indicates the associate's ability to attract