Upcoming Webinars
On-Demand Webinars
As part of our Top BDs In Conversation series, 3xEquity’s Founder & CEO Jeff Crosby interviews Kevin Beard, Chief Growth Officer and Founding Partner at Atria Wealth Solutions.
Cerulli Associates noted that Atria is the fastest growing organization in the industry. Find out the how’s and why’s in this informational webinar.
Listen to this episode as a podcast on Spotify [link].
As part of our Top BDs In Conversation series, 3xEquity’s Founder & CEO Jeff Crosby interviewed Bill Williams, Executive Vice President at Ameriprise. The focus of the discussion will be dispelling the myths and rumors that have dogged Ameriprise as it has significantly shifted its business model and practices over the past few years.
If all you know if “the old” Ameriprise, this is a great opportunity to hear what has changed and why Ameriprise advisors are growing at a rate 2.5x higher than peers.
Listen to this episode as a podcast on Spotify [link].
John Pierce, Head of Business Development at Cetera joins 3xEquity Founder & CEO Jeff Crosby for an hour-long discussion on the big changes that occurred in our industry in 2020.
Pierce, who writes extensively for Forbes, presents the case that Covid made independence the reality for most advisors after the pandemic kicked in, and those who adjusted their mindset and methods came out as the winners.
Listen to the webinar as a podcast
by clicking the Spotify logo below.
Links to the articles referenced in this webinar:
How To Build A Strong Culture With A Remote Team
Is Now The Time To Become Independent? Considerations For Financial Professionals Post-Pandemic
As part of our Top BDs In Conversation series, 3xEquity’s Founder & CEO Jeff Crosby interviews Kimberly Ta, Head of Financial Advisors Integration and growth at Wells Fargo Advisors.
The focus of the discussion will be tackling the myths and rumors that have dogged Wells Fargo as it has significantly shifted its business model and practices over the past few years to address client and advisor concerns.
Listen to this episode as a podcast on Spotify [link].
The first round in the series included a discussion with executive leaders from 3 top national broker-dealers, including John Pierce, Head of Business Development at Cetera, Manish Dave, Senior Vice President – Business Development at Ameriprise, and Scott Posner, Executive Vice President at LPL Financial.
“For advisors looking to transition, gathering information on multiple BDs can be time-consuming. We created this webinar series to provide access to top leaders and thinkers and, most importantly, to do so while protecting an advisor’s anonymity,” noted 3xEquity’s CEO & Founder Jeff Crosby who will also serves as moderator for the series.
Listen to the webinar as a podcast
by clicking the Spotify logo below.
Ameriprise is enjoying an unprecedented period of growth and innovation, leading many advisors to put them in the pile of firms to consider as they think about switching to a new broker dealer.
Topics include Ameriprise’s evolution, the newly launched Ultimate Advisor Partnership, and the specific factors that have empowered Ameriprise advisors to grow 2.5x faster than peers at key competitors.
Listen to the webinar as a podcast
by clicking the Spotify logo below.
This is an edited version of our 12/8/2020 Top Broker Dealers Webinar focused on answers and insights from Manish Dave, SVP – Business Development at Ameriprise.
A complete, unedited version of the webinar is available at 3xequity.com/events and includes executives from Cetera and LPL Financial.
Listen to the webinar as a podcast
by clicking the Spotify logo below.
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