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Advisor Wellbeing - Coggle Diagram
Advisor Wellbeing
New Things to Explore
Personas/Preferences
PE ownership
Longitudinal Analysis(?) (low priority)
New assessments?
Children (Parental status/Household members?)
Parental Leave
Outcomes
Preferences/Psychographics about how advisors find firms/platforms/channels
Future Assessments
Channel
Firm Type/Size
What drives Advisor Happiness/Wellbeing
What really matters (not just should'ing)
Impact on turnover/attrition of advisors (business impact)
Structure
4 Perspectives
Who Are You (Demographics-Driven)
What You Do (Role/Tasks)
Where You Work (Channel/Firm)
What You Earn/How You're Paid (Income/Comp-Model)
What Really Matters
Alignment of Fit is a 'new' factor?
Personas & Preferences (Alignment)
Where They Work
What They Build
Assessing "Fit"
Alignment = Actual - Preference-Predicted
Prediction mechanism comes from Preferences questions