March 4, 2021
Beyond the Numbers: Key Insights from the Fidelity Advisor Movement Study
The Diamond Podcast for Financial AdvisorsAbout this episode
The conversation on “increased advisor movement” may seem anecdotal at times, yet it’s anything but. Scott Gorham, Vice President of Competitive Intelligence at Fidelity Institutional digs into key data from the Fidelity 2020 Advisor Movement Study, with Louis Diamond.