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Advisor WellBeing - Coggle Diagram
Advisor WellBeing
Top-Down Factors
Big Five and fit to the ideal Big Five profile
Motivators
What else can we measure to understand advisor psychographics
Risk tolerance!?
Trait positive and trait negative affect
Advisor Confidence
Bottom-Up Factors
General demographics
(Personal) Financial characteristics of the advisor
Channel selection by psychographic
RIA vs B/D
Employee vs Owner
What are you building?
Practice characteristics
Revenue vs Profit vs Margins
Uses
Predictive model for coming into the business
Understand if you're in the wrong place for existing advisors
Tracking Advisor Well-Being over time
Standardized Well-Being Framework
Something we could eventually do on a monthly basis as an Advisor Well-Being Index