In Q3 of 2022, we embarked on an informational journey to explore trends in advisor movement over the first half of the year. Our goal: To answer the questions we regularly hear from our advisor-clients.
- Why are advisors changing jerseys with such frequency?
- How are some firms able to recruit consistently and successfully while others struggle to do so?
- Where are advisors moving to and from?
- What are advisors being paid to make such moves?
And that report was met with incredible enthusiasm throughout the wealth management community, including widespread sharing by industry leaders, the media and advisors alike.
No doubt, it’s an enormous effort to pull data from industry sources together, curate it in a way that’s digestible, then add commentary based on our own unique experiences.
But it was well worth it.
And not just because there is no other singular source of this information, nor anything as comprehensive and timely.
The truth of the matter is that readers shared how valuable they found the information to be—and even more so, the analysis filled a knowledge gap that exists, and changes, over time.
So here we are again, 8 months later, our goal a loftier one: with our sights set on analyzing the entire year of 2022.
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Diamond Consultants Advisor Transition Report 2002 H1 (published Sept 2022)