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 […]

BD Shopping Season Is Underway

Browsing for Broker-Dealers  Exploring Your Options Finding the Best Home for Your Business The holiday season is finally upon us and that means it’s also the biggest shopping time of the year. People flock to the nearest stores, and online marketplaces, to secure all the popular products and find the best gifts, at the best […]

The Anatomy Of An Offer

Each year we  help hundreds of advisors explore options for switching to a new broker dealer.  Some are seasoned veterans who have been down this road before, some having already moved 2-3 times in their careers.  Others are brand new to the process who are looking for support and education every step along the way.   […]

3xEquity Survey of Financial Advisors Finds Money Important But Far From The Only Factor Leading Them To Switch Broker-Dealers

3xEquity, the authority on advisor transitions,  released results today from its 2021 survey of financial advisors as part of the AdvisorHub Summit in New York.  Founder & CEO Jeff Crosby presented findings in a main stage speech at the industry’s premier conference focused on the advisor experience. “This year’s survey shined a bright light on […]

Don’t Look Back With Regret…Moving With Confidence

Goals for the New Year Living with No Regrets Transitioning Made Easy Now more than ever, advisors find themselves with a plethora of options for their business and where they call home. Every day, it seems like new models and related offers pop up to entice you to make a move. Equally, broker-dealers are accelerating […]

At The Crossroads Of Independence Why You Should Take The BD Route

The Power of Team & Culture The Custom Fit for Your Unique Business Clear Lines of Communication In recent years, we’ve seen more and more advisors opt to leave their wirehouse and venture into the independent space. Some will go the RIA route, some will go the broker-dealer route… and others will find a hybrid […]

The Hidden Price Tag Of Transitions

The Hidden Costs of Change Minimizing the Expense of Transitioning Embrace the future… Transition and Evolve   Change is inevitable. For better or for worse, it happens. Just think about how much change has occurred in the past year and a half. Now, focus on the change it brought to the financial services industry — client […]