2022 Advisor Transition Survey

Our 2022 Survey Is Closed
Results Coming March 2023

“Prior year’s surveys have provided some unique insights into the minds of advisors who had just moved to a new broker dealer, both good and bad. Our goal remains that this survey can act as a catalyst to improvements on both sides of a transition - creating a better experience for advisors and for the firms who are recruiting them.” - 3xEquity Founder & CEO Jeff Crosby.

Download Our Most Recent Advisor Transition Report

Curious to know how your experiences moving to a new broker-dealer compared with your peers?
Our most recent report is available for free download right now.

3xEquity logo

© 2022 3xEquity, LLC. All rights reserved