[Exclusive Research] The Key Factors That Drive Financial Professionals to Change Their Broker/Dealer
Thinking about a switch? Here’s the top reasons your peers are choosing new broker-dealers.
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1Explore the full scope of the survey results, download the report. Read more
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2Top requests include acquisitions/growth and succession planning. Read more
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3Financial professionals want to feel comfortable with their broker/dealer’s culture. Read more
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4Higher payouts could motivate financial professionals to leave their current broker/dealer. Read more
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5Technology is critical to operate effectively and provide high-quality client experiences. Read more
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6The logistics of searching for a new job have become more complicated during the pandemic. Read more