Women in Wealth Management: A Perception and Experience Survey

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* 1. The underrepresentation of female financial advisors is a problem that should be taken seriously by industry organizations and firms

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* 2. The underrepresentation of female financial advisors is one the most urgent problems facing the financial services industry

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* 3. I have observed an increase in the representation of female financial advisors during my tenure in the industry.

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* 4. Current efforts within the industry to increase the number of women working as professional financial advisors are sufficient to bring about change

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* 5. Industry organizations and firms effectively promote a career as a financial advisor as attractive to female students.

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* 6. The firm I work for has implemented career pathing opportunities for female advisors

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* 7. Females are represented in the leadership team of my firm

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* 8. Opportunities for support in prospecting for new clients are equally available to male and female advisors

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* 9. Male and female advisors have an equal opportunity for success at my firm

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* 10. Prospects and clients rarely take gender into account when selecting a financial advisor.

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* 11. Financial advisors rarely take gender into account when seeking partners for joint work.

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* 12. A career as financial advisor is conducive to “work-life” balance.

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* 13. Female advisors have different barriers to success than male advisors

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* 14. What are the barriers faced by female advisors?

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* 15. I feel comfortable sharing obstacles to my success with leadership in my firm

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* 16. What makes a firm culture conducive for success as a female financial advisor?

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* 17. What is your firm doing to make its culture more conducive to your success?

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* 18. Is there any information you would like share?

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* 19. Would you like to earn a $50 donation to Rock the Street Wall Street, an organization promotes careers in the financial services to high school girls? Please join us for a short phone interview to discuss your experiences? All interviews will be conducted by 3rd party researchers in a way that ensures confidentiality of responses. If you're interested, please enter your name and email address below.

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* 20. What is your age?

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* 21. What is your gender?

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* 22. Which race/ethnicity best describes you? (Please choose only one.)

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* 23. What is your job title?

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* 24. How many years have you worked in the financial services industry?

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* 25. Please list your designations and licenses

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* 26. How many firms have you been affiliated with during your career?

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* 27. Which of the following best describes your compensation model

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* 28. Which professional organizations are you affiliated with?

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