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Research Report Summary

2020–2021 Special Pandemic Rep Movement Report

As uncertainty took hold of the financial markets and the broader economy, financial advisors largely responded by staying put at work, hunkering down in their roles during the worst of the crisis—or leaving the industry altogether. In this research report, you’ll learn:

  • Pandemic Impact | Like most industries, the investment advisory space saw a significant impact from COVID-19.
  • Rep Movement | COVID-19 did not impact the long-term trend of reps going independent.
  • Recruitment Opportunities | The population of new reps had been trending up until pandemic reports surfaced in February 2020.

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