How to Create Advisor Commission Plans

Looking to automate advisor payouts and streamline compensation tracking? In this video, we’ll show you how to set up advisor commission plans in LeadCenter.AI, so you can manage commissions accurately, transparently, and with ease.

This tutorial is perfect for financial firms, RIAs, and agencies who want to reward their team based on performance while reducing manual effort.

Return To Videos

Looking for a live demo of Leadcenter?

Book A Demo

LeadCenter CRM—Anywhere You Go

Access your contacts, calendar, and tasks on the go with the LeadCenter mobile app for iOS and Android.
Get it on Google Play buttonDownload on the Apple App Store button
LeadCenter.AI mobile app mockup on smartphone screen
© All Rights Reserved By LeadCenter.AI
arrow-left