Unlocking Advisor Retention in 2025: Why It’s the Key to Thriving in Financial Services

The financial services industry is at a crossroads. With 38% of U.S. financial advisors expected to retire in the next 10 years and a growing number considering career transitions, firms face an urgent challenge: how to retain their most valuable assets—their advisors.

At FindBob, we understand that advisor retention is more than a workforce issue; it’s a strategic necessity. Retaining top talent not only protects assets under management (AUM) and client relationships but also safeguards a firm’s reputation and future growth.

Our latest white paper, Unlocking Advisor Retention: Strategies for Thriving in a Shifting Financial Services Landscape, explores the complex dynamics of advisor retention and offers actionable strategies to help enterprises overcome these challenges.

The Advisor Retention Challenge

The numbers are clear: firms that fail to address retention risk losing ground to competitors. As our white paper highlights, a lack of succession planning, discontentment with firm support, and burnout are driving advisors to explore other opportunities. These issues are compounded by demographic shifts and a shrinking talent pool, leaving firms vulnerable to attrition.

What Advisors Want

Retention starts with understanding advisors’ needs. Our research—supported by insights from Cerulli Associates, J.D. Power, FP Transitions, and DeVoe & Company—shows that advisors value:

• Career Growth Opportunities: Mentorship, training programs, and clear succession pathways.

• Cutting-Edge Tools: Technology that simplifies client management and succession planning.

• Supportive Cultures: Recognition, transparent communication, and leadership engagement.

How Firms Can Respond

The white paper outlines practical strategies to build a retention-focused culture, including leveraging data analytics to predict attrition risks, proactive succession planning, and fostering advisor engagement. It also features real-world success stories, such as a broker-dealer reducing attrition by 15% and an insurance company safeguarding millions in premiums.

FindBob’s Role in Advisor Retention

FindBob’s platform empowers enterprises with tools like the Advisor Volatility Index (VIX), Succession Readiness Tool, and Marketplace Functionality. These solutions help firms identify at-risk advisors, foster engagement, and create seamless succession plans—ensuring long-term stability and growth.

Ready to Take Action?

The challenges of advisor retention are significant, but so are the opportunities. By taking a proactive approach, your firm can retain top talent, protect critical assets, and thrive in an increasingly competitive landscape.

Download our free white paper, Unlocking Advisor Retention: Strategies for Thriving in a Shifting Financial Services Landscape, to learn more.