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 […]
3+ TAKEWAYS FROM THE WORLD’S LARGEST WEALTH FESTIVAL
Advisors and industry folks are likely still shaking sand out of their shoes, recovering from 4 days at one of the most unique conferences festivals on the calendar. The FutureProof Wealth Festival drew 3000+ this week to the Huntington Beach boardwalk for panels, palm pressing, and parties. Couldn’t make it to SoCal? The 3xEquity team […]
Filling Out Your Broker Report Card
We’ve hit the end of summer, which means it’s back to school time as we head into the Fall. Kids are grabbing their supplies and lunches, catching buses, and hitting the campus quad. A new school year means a new curriculum and new opportunities for growth. As students set their sights on new pursuits, it’s […]
Looking To Move In 2023? Do These Things Now…
September is here, but despite the warm weather in some areas you can see the shifts…the shelves in retail stores are already lined with Halloween decorations and costumes. Before we know it, every time we walk into a store, we’ll be engulfed in a sea of Christmas decorations. If the retail sector has taught us […]
Keeping Up With Your Clients’ Evolving Needs
Your clients and their needs, values, and goals are changing in unparalleled ways, looking much different than they did even just a few years ago. To keep up, you need to follow suit and evolve alongside your clients to better serve the current shift in their needs and be best prepared for future growth opportunities. […]
Kickoff Your Transition
We’re officially in August, which means fall is just around the corner, and with that comes the start of the football season. After witnessing the exciting way last season ended, with multiple playoff games going down to the final play, this upcoming season is bound to be full of excitement. The same can hold true […]
The Hidden Dangers Of A Comfortable Chair
It’s a universal human trait for us to seek out comfort. Our comfort zone is the place that brings us happiness and peace of mind. The sense of safety and predictability make the ins and outs of the day easier to handle and help to ease the worries on our minds. Advisors get in a […]
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