Moving firms is a highly personal decision for financial advisors. Each person places different emphasis on a variety of factors. In a recent firm culture study conducted by AdvisorHub in partnership with Edward Jones, common cultural factors emerged as a top reason for making a move.
“When I transitioned to Edward Jones, it was an opportunity to build my business, while getting the support I needed to succeed. I have the independence I was looking for, but I never feel alone.”
-Jessica Barron, Financial Advisor
The study showed other top reasons for joining a firm include the technology, a desire for independence, work-life flexibility, and supportive management.