Compensation Planning and Wealth Advisor - Financial Advisor Source

#FASuccess Ep 426: Rolling Out An Equity Compensation Plan To Align The Entire Team On Client Service And Profitable Growth, With Jennifer des Groseilliers

Nerd's Eye View

FEBRUARY 25, 2025

Jennifer is the CEO of The Mather Group, an RIA based in Chicago, Illinois, that oversees $15 billion in combined assets under management and advisement for approximately 4,400 client households.

Compensation Planning

Compensation Planning Clients Planning Wealth Advisor

Does being a fiduciary financial advisor REALLY matter – or is it “meh?”

Sara Grillo

AUGUST 14, 2023

Prior to joining EP Wealth Advisors in 2021, Scott worked for a number of the largest Wall Street firms, including UBS, Prudential and Wells Fargo. Dr. Jay is passionate about tax efficient wealth management and retirement planning, and is currently working towards setting up his financial planning and advisory practice.

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Financial Advisor Source

#FASuccess Ep 426: Rolling Out An Equity Compensation Plan To Align The Entire Team On Client Service And Profitable Growth, With Jennifer des Groseilliers

Does being a fiduciary financial advisor REALLY matter – or is it “meh?”

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