Annual Transition Survey Now Open

3xEquity is proud to announce the launch of our 4th Annual Advisor Transition Survey (click here). Over the years this survey has helped advisors who are considering a move gain confidence by developing a shared pool of knowledge on the transition experience from securing offers through moving assets.

The Significance of Advisor Transitions

Advisor transitions are a hot topic in the wealth management industry for several compelling reasons. Changing firms enables advisors to seize opportunities for growth and professional development. For financial advisors, transitions can be a big leap in their careers and, quite often, a substantial financial gain. This makes it crucial to get the transition process right.

What Sets This Year’s Survey Apart

The 4th Annual Advisor Transition Survey retains its commitment to offering invaluable insights into the transition experience. What makes this year’s survey even more valuable is the inclusion of a section dedicated to those who considered transitioning but ultimately chose to stay put. Their perspectives are equally essential because they shed light on the fact that sometimes, “the grass isn’t greener.”

Past Survey Impact

The previous surveys have already had a meaningful impact on financial advisors. Insights gathered from past surveys have guided advisors in making informed decisions. These insights are not just statistics; they represent the collective wisdom of advisors who have been through the transition process. They’ve helped countless advisors make pivotal choices in their careers, ultimately enabling them to control the conversation.

Benefits of Participation

Financial advisors who participate in this year’s survey not only contribute to a valuable resource for the industry but also have the chance to receive a reward. To show our appreciation for your insights and dedication to improving the process for all advisors, 3xEquity will be giving away three Amazon gift cards worth $100 each.

How to Participate

Participating in the survey is easy. The survey is open now until the end of October, and you can access it here. Your input matters and all findings will be released free in a downloadable report later this year with survey participants receiving priority access.