“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.