Undoubtedly, lots of good things will happen in 2025 and we don’t want to skip over it completely, but 2026 might be where it’s at, especially for advisors who are eyeing a transition. As we close out 2024, here are key reasons why 2026 should already be on your radar:
Get on the Glide Path
The best transitions aren’t rushed; they’re planned. Although some transitions can take just weeks, most require a few months, and the most seamless moves can take up to a year or more. Starting your journey early—by exploring opportunities and securing offers now—positions you to act with clarity and confidence. Knowing where you stand allows you to:
- Understand what BDs are willing to offer.
- Identify areas where you can boost your value.
- Strategize your move on your timeline, not theirs.
Takeaway: Begin exploring your options now to ensure you’re in control when the time is right.
Grow to Increase Your Payout
BDs continue to reward top-producing advisors with outsized transition packages. If maximizing your payout is a priority, use 2025 to focus on growth. The earlier you expand your book of business, the more it will reflect in your trailing 12-month production (T12), which most BDs use to calculate their offers.
Consider strategies to:
- Strengthen client relationships.
- Attract new clients or deepen existing ones.
- Optimize your business structure to showcase growth potential.
Takeaway: Treat 2025 as your runway for growth and watch your 2026 opportunities soar.
The Best Defense Is a Good Offense
The financial industry has been shaken by mergers and acquisitions in recent years, leaving many advisors displaced or working under a BD they didn’t choose. By proactively planning your transition, you gain control over decisions that appear beyond your control.
When you’re already moving towards a transition:
- You’re prepared to pivot if your current BD’s situation changes.
- You retain negotiating power.
- You safeguard your clients and your business from instability.
Takeaway: Proactively plan your move to stay ahead of industry shifts.
Partner with a Transition Consultant to Maximize Your Potential
A smooth and successful transition starts with expert guidance. That’s where a transition consultant like 3xEquity comes in. By working with 3xEquity, you can:
- Secure multiple competitive offers while remaining 100% anonymous.
- Receive expert advice on maximizing your transition package.
- Lay out a step-by-step plan tailored to your goals.
With 3xEquity, you’re not just reacting to opportunities; you’re controlling the conversation about your career.
Takeaway: Collaborate with experts to ensure a smooth and successful transition.
As the clock ticks down on 2024, don’t just look forward to 2025. Think bigger. Think 2026. The groundwork you lay today can create opportunities beyond what you’ve imagined. Ready to take the first step? Let 3xEquity help you turn your plans into reality. The future is closer than you think—start building it now.
