ADVISOR MOVES: TOP INFLUENCING FACTORS IN 2020
In 2020 we saw our worlds flipped upside down and found ourselves adjusting to a new normal filled with face masks and working from the comforts (or not so comforts) of our homes. Through unprecedented challenges, advisors continued to switch broker-dealers. With everything going on, it’s only natural to say to yourself: “Why would I […]
The Question Worth Asking Before the Fireworks
A lot of advisors will close the laptop a little early this week. Kids are out of school. Clients are traveling. For a day or two, the inbox might actually get a little quieter. That quiet is rare. It’s also useful, because it’s exactly the kind of space where a real question tends to surface: […]
![When Is the Right Time to Leave [Insert Your Broker-Dealer’s Name Here]?](https://3xequity.com/wp-content/uploads/2026/06/exit.webp)
When Is the Right Time to Leave [Insert Your Broker-Dealer’s Name Here]?
Some articles get read because they’re clever. Some get read because they say something advisors already know but haven’t said out loud. And some get read because they answer the exact question sitting in the back of an advisor’s mind. This article has consistently been one of 3xEquity’s best-performing pieces because the question is simple, […]
Reports of Industry’s Death Greatly Exaggerated
“Reports of my death have been greatly exaggerated.” Mark Twain’s famous line may be the right lens for the latest round of concern about the future of the financial advisor. For years, the wealth management industry has warned about a shrinking advisor population, an aging workforce, a wave of retirements and a next generation that […]
What Your Clients Wish You Knew About Switching Broker-Dealers
One of the most common fears we hear from advisors considering a broker-dealer transition isn’t about paperwork, technology or even the economics of the deal. It’s about their clients. Will they understand? Will they be frustrated? Will they follow? Those may be real concerns. And while no one can predict every client’s reaction, the good […]
The Summer Play Most Advisors Miss
Memorial Day is in the rearview. And with it, the unofficial start of a summer that a lot of advisors are quietly hoping will be a little calmer than the spring they just survived. The past few months were something. Markets moved in ways that required near-constant attention and explanation. Clients who had been steady […]
The Maxxing Movement and Your Move
Spend any time online and you’ll notice a major obsession with optimization. The internet calls it “maxxing.” Looksmaxxing. Statusmaxxing. Fitnessmaxxing. Sleepmaxxing. Strip away the slang, and the idea is simple: people want to get more out of the effort they’re already putting in. Better habits. Better systems. Better tools. Better outcomes. For financial advisors, that […]
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