FA Quick Tips: The Importance Of Anonymity
For advisors, the ability to stay anonymous during the process of finding a new broker-dealer can be crucial. It’s the lack of anonymity that can make switching broker-dealers too much of a risk for advisors to take on and is often what deters them from making a move.
In this quick tip we talk more about the importance of anonymity and how our process for securing multiple offers keeps advisors 100% anonymous and in control of the conversations.
Learn more at 3xequity.com.