Released July 2022

Advisor turnover is one of the biggest challenges facing the financial services industry today. New research by the American College Center for Women in Financial Services uncovers how advisors define “success” beyond AUM, offering insights to help curtail turnover. Our Center for Women surveyed over 800 advisors on their definitions of success, what they feel powers that success, and what resources they need to succeed. The research identifies significant gender differences in several areas. See our insights now in this in-depth guide.