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Each year our survey of advisors reveals insights into the transition process as advisors who have recently moved to a new firm share their experiences openly and anonymously. In this episode, we share some of the highlights of this year's report, first presented at the Annual AdvisorHub Summit in New York City. Advisors are encouraged to download the entire survey at 3xEquity.com/advisor-transition-survey
Each year our survey of advisors reveals insights into the transition process as advisors who have recently moved to a new firm share their experiences openly and anonymously. In this episode, we share some of the highlights of this year's report, first presented at the Annual AdvisorHub Summit in New York City. Advisors are encouraged to download the entire survey at 3xEquity.com/advisor-transition-survey
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