Confidential advisor transitions | Platform-Agnostic
6C Framework Assessment

Is Your Current Platform Still in Alignment?

A private, six-minute diagnostic that surfaces where your alignment is strong, where friction is building, and what deserves a closer look. Built around the six dimensions that actually determine whether a platform fits you for the long term.

Instant results. 100% anonymous. No email required.

Start the 6-Minute Alignment Check

About 40% of advisors who take this confirm they're already in the right place.

Download the 6C Alignment Guide

What You'll See in Your Results

Recommendation

One of four clear actions: Optimize, Monitor, Test, or Explore. Calibrated to your specific gaps and trends, with three concrete next steps.

Cost of Friction

A dollar figure for the operational friction your current platform creates - the cost of staying, in your own hours, every year.

Key Finding and Blind Spot

The single dimension most worth your attention - and a separate finding for the dimension you may be underweighting given your career stage.

By Dimension

Each of the six C's broken down: importance, satisfaction, trend, what your answers revealed, what good looks like, and four specific questions to ask your firm and any alternative.

This is a diagnostic, not a recommendation. It surfaces where your platform aligns with what you need and where it does not - with enough detail to inform a real decision, whether that decision is to stay, to address specific gaps with your current firm, or to look seriously at alternatives. About 40% of advisors who complete it confirm they're already in the right place.

41%
of independent advisors may not stay at their current firm within 2 years
J.D. Power, 2024
52%
of independent advisors have already worked at 3 or more firms
J.D. Power, 2024
35K+
advisors changed firms in 2024 alone
ISS Market Intelligence, 2025

How It Works

1

Answer Honestly

Behavioral questions about how things actually work at your firm - not abstract satisfaction ratings. About six minutes, 30 questions, no jargon.

2

Get Your Results

See your personalized alignment report instantly.

3

Decide What's Next

Stay with confidence, or explore alternatives.

What the Assessment Measures

Culture

You can feel culture inside 60 days. You can't repair a mismatch once you're settled in.

Community

Peer networks drive learning, referrals, and retention. They're a business asset that compounds over time.

Compatibility

Compatibility failures surface six months in - when it's too late to reverse and too early to have made the move worth it.

Capability

The question isn't whether tech looks good in a demo - it's whether it works in your daily workflow.

Compensation

A lower headline payout with no hidden costs can outperform a higher grid by 8-12 points net over a decade.

Capital

The dimension that compounds quietly. The platform you build value on now is the platform that supports your eventual transition. Worth understanding well before you need to.

Questions You Might Have

What's different about this assessment?
Most advisor assessments ask you to rate how satisfied you are. This one asks you to describe what actually happens at your firm - whether concerns get acted on, how long operational issues take to resolve, whether you can state your true net payout - and infers satisfaction from your answers. The result is more honest than self-rated scoring, and harder to fool yourself with.
Is this really anonymous?
Yes. We don't ask for your name, email, or any identifying information. Your responses are never stored in a way that can identify you, and we never share individual data.
Will someone contact me afterward?
Not unless you want them to. At the end, you'll have the option to request a confidential conversation - but it's completely optional.
What if I'm happy where I am?
Great! The assessment will likely confirm that. Many advisors find it reassuring to see their current situation scores well across all six dimensions.
Who is Continuum Search Group?
We're an independent, platform-agnostic recruiting firm that helps financial advisors find the right long-term home using the 6C Framework.

Explore the full 6C Framework →

“Rick helped me see past the transition check and focus on what really mattered for my practice long-term. Best career decision I've made.”

Pete R. — Insurance BD to Independent BD/RIA

“Rick never pushed, just patiently showed me a better path. When I was ready, he was there every step of the way. The results have been transformational.”

Susan C. — IBD/RIA to IBD/RIA

“What I loved most about him was his honesty, integrity and that he continued to assist after the move. I would 1000% recommend working with him.”

Jennifer S. — IBD/RIA to IBD/RIA

See If Your Current Platform Still Aligns

6 minutes  |  30 questions  |  Instant results  |  100% anonymous  |  No email required

Start the 6-Minute Alignment Check

Prefer to talk first? Contact Rick directly.

Start Your Alignment Check