Thank you for taking the time to answer 25 questions about work. Your responses are anonymous and will be aggregated to compare and contrast the experiences of men and women in financial services. WIPN will create reports and workshops designed to help our industry attract, promote and advance talent; with a keen focus on enabling women to the take steps necessary to make a difference in their careers.

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* 1. How many years of experience do you have in financial services?

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

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* 3. What gender are you?

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* 4. Is your employer committed to attracting and retaining a diverse workforce?

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* 5. Does your organization offer these programs?

  Yes, and I've participated Yes, but I have not participated Not offered Not sure
Mentorship programs
Leadership development programs
Continuing education and credential support
Encourages participation in industry associations (e.g., WIPN, DCIAA, Etc.)

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* 6. Has your gender, age or race impacted your career progression?

  Positive impact Neutral Negative impact
Gender
Age
Race

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* 7. Have you been excluded from a career opportunity due to these characteristics? (Check all that apply)

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* 8. Have these factors influenced your desire to stay in financial services?

  Positive impact Neutral Negative impact
Fair and competitive pay
Flexible work arrangements
Paid time off
Unpaid time off
Benefit packages (e.g., healthcare, retirement, life insurance, etc.)
Back up child-care programs
Support for education and credentials (e.g., AIF, CEBS, CFP, etc.)
Gym membership
Representation of "people like me" in leadership
Support for industry organization participation (e.g., WIPN, DCIIA, etc.)

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* 9. Have you done this in your career journey? (Check all that apply)

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* 10. Which of the following have you done to pursue a raise? (Check all that apply)

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* 11. Select all of the items that have stopped you from asking for a raise during your career in financial services.

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* 12. About your ideas, contributions and achievements:

  Not at all Somewhat Absolutely, yes
Are you recognized and appreciated for your contributions and achievements at work?
Are your ideas and contributions taken seriously in meetings and/or decision making processes?

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* 13. How well are women represented in leadership positions in your business?

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* 14. Rate your work experience today.

  No, not at all Somewhat, yes Absolutely, yes
I am respected at work
I can take risks and make mistakes at work
I know I can politely disagree with others at work
I can bring new ideas and feel heard at work
I am secure in my current job
I care about moving up in my career
I feel pressure from others to move up in my career
I know how to move up in my career
I am progressing at a pace that feels good
I believe my company's hiring and promotions are fair

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* 15. Are you behind in your career because of any of these factors? (Check all that apply)

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* 16. What is your highest degree of education?

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* 17. What is your job role?

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* 18. Approximately what percentage of your total compensation is made up of each category (total to 100 percent of annual compensation)?

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* 19. What is your employment status?

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* 20. How old are you?

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* 21. What was your annual salary range for year-end 2025?

This next question is a bit complicated because sometimes we do work outside what should be included in the role/title. So while pay may be perfectly aligned to the job title, the actual responsibilities should have a bigger title and more compensation. Please provide notes below if you need to explain why your role, responsibilities or experience level are or are not in alignment with compensation.

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* 22. Are you are compensated fairly for your role, responsibilities and experience level?

  No, not at all Somewhat Absolutely, yes I don't know
My compensation is fair for my role/title at this firm.
My compensation is fair for my role/title in the industry.
My compensation is fair for the responsibilities I have.
My compensation is fair for my experience level.

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* 23. Which category best describes your organization?

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* 24. Are you a member of WIPN?

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* 25. OPTIONAL: Only provide contact information if you're interested in talking with the researchers about your experiences.

Whew! That was a lot. Thank you for taking the time. Your responses are anonymous and will be aggregated to compare and contrast the experiences of men and women in financial services. WIPN will create reports and workshops designed to help our industry attract, promote and advance talent; with a keen focus on enabling women to the take steps necessary to make a difference in their careers.

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