Competitive Analysis

Understanding your competition will better position you to attract the top talent in your market.

Graylings team of experts will help you to have all the knowledge necessary to compete for the best talent in your market.


  • Base Advisor Compensation and Renewal Rates
  • Supplemental Compensation
  • Production Requirements
  • Broker/Dealer and Capabilities
  • Retirement Programs
  • Benefits
  • Reimbursements
  • Conference Levels
  • Vesting Schedule
  • Core Charges
  • Ratings
  • Key Talking Points
  • Core Products
  • Technology
  • Experienced Advisor Recruiting Program
  • Ideal Target Recruit
  • Brokerage Capabilities
  • Transition Compensation and Experienced Advisor Recruiting Program