Download a free copy of our survey report.

We asked 22,000 advisors who recently switched BDs to provide their insights into the process.  From their motivations to moving, all the way through their successes in transitioning clients, advisors opened up and shared tons of valuable information.

We’re proud to make our findings available to everyone right now in our free report.

3xEquity Founder & CEO Jeff Crosby Presents survey REport At AdvisorHub Summit


Highly informative for advisors considering their own transition in 2020 and beyond.

Curious about switching to a new


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