2021 Advisor Transition Survey

thank you for sharing
your experiences
.

“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.
3xEquity logo
CONTACT US

© 2020 3xEquity, LLC. All rights reserved