Closing the Back Door: Driving Growth by Stemming Advisor Attrition

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Description

This study examines the experience of 36 financial institutions to:

  • Describe their attrition rate – how many advisors did they lose and where did they go?
  • Calculate the cost of “regretted” attrition – advisors who leave for another firm.
  • Identify best practices in advisor retention tactics.

 

The analysis provides a convincing case for the outsized cost of losing a good advisor, and why the firm should devote more resources to keeping the keepers.