| dc.description.abstract | This study explores the correlation between the fee income of financial advisors and eight variables. The data comes from the internal records of a large bank from 2019 to 2023. The eight variables include gender, number of licenses, branch location, compliance scores, customer satisfaction, hours of training, frequency of short-term trading, and years of service.
This study employs multiple regression analysis. The results indicate that the number of licenses, customer satisfaction, hours of training, and years of service are significantly positively correlated with fee income. Compliance scores have a significant negative impact on fee income. The frequency of short-term trading also significantly affects fee income, showing that more trades lead to higher fee income. Gender does not have a significant impact on fee income. Financial advisors at branches outside the six major cities earn higher fees than those within the six major cities.
The findings suggest that increasing professional licenses, enhancing customer satisfaction, continuous education and training, and accumulating years of service can effectively increase fee income. Future research can expand to different banks and more variables, using longer-term data for verification, to formulate more comprehensive management systems and performance measures, thereby promoting the sustainable development of the wealth management business. | en_US |