Home Wealth Management 2022 Advisor Transition Report: An Replace on Advisor Motion in 2022

2022 Advisor Transition Report: An Replace on Advisor Motion in 2022

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2022 Advisor Transition Report: An Replace on Advisor Motion in 2022

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In Q3 of 2022, we embarked upon an informational journey to discover traits in advisor motion over the primary half of the 12 months. Our purpose: To reply the questions we usually hear from our advisor-clients.

So right here we’re once more, 8 months later, and that purpose is a loftier one: With our sights set on analyzing the whole 12 months of 2022.

Whereas correct advisor motion information is notoriously tough to acquire, by design, this report serves as a framework for advisors who’re interested by a altering wealth administration business panorama and the affect of these adjustments on their companies.

Louis Diamond and Jason Diamond take the mic to debate the findings of the most recent report and to share solutions to key questions, together with:

  • Which companies are having essentially the most and least success recruiting and retaining advisor expertise?
  • Which enterprise fashions are advisors discovering most engaging?
  • Why are advisors at huge brokerages and unbiased companies alike altering jerseys?
  • What are essentially the most influential and largest transitions made throughout the 12 months?
  • Why are advisors altering jerseys with such frequency?
  • How are some companies in a position to recruit persistently and efficiently whereas others battle to take action?
  • The place are advisors transferring to and from?
  • What are advisors being paid to make such strikes?

Plus, they share excellent news: Even with large headwinds, 2022 was an energetic one for advisor motion. Pay attention in for the small print and make sure you obtain the most recent report.

Obtain a transcript of this episode

.Hearken to extra episodes of Mindy Diamond on Independence: A Podcast for Monetary Advisors Contemplating Change

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