The Net On Raymond James’ Increased Recruiting

Raymond James

Raymond James Financial recently released the firm’s 2021 fiscal second quarter results. The report shows that the firm saw a significant net increase of new financial advisors — 179 over March 2020 and 84 over December 2020. This brings their total head count to 8,327 financial advisors, a notable increase in comparison to past quarters. […]

The FA Show on AHTV: Episode 1 w/ David Canter

The FA Show

Welcome to the premier episode of The FA Show, a joint collaboration between AdvisorHub.com and 3xEquity.   The FA Show is the only weekly news show designed specifically for financial advisors featuring news, interviews, and insights from industry leaders and influencers. This week’s episode features clips from an interview with David Canter, EVP at Fidelity.

Why A Practice Valuation Matters

why a practice valuation matters

We’ve discussed the importance of getting a practice valuation and how crucial it is to the success of your business. Why? Because it paints an accurate, unbiased picture of the state of your business, allowing you to better understand its financial health and what steps are needed to improve its value. In addition, it will […]

5 MAKE IT OR BREAK IT B/D REQUIREMENTS

Decisions 3xEquity

Think back to those exciting days when you were faced with the decision of where to attend school. Did you want to go to a big state school like USC or the University of Michigan or something on a smaller scale? And you probably had a checklist of things that the schools needed to have. […]

What A Good Caddy Can Teach Us About Our BD Relationship

Masters Caddy Tweet ESPN

After the final stroke to secure the green jacket as the winner of the 2021 Masters Tournament, Hideki Matsuyama walked off the green with tears in his eyes while his caddy, Shota Hayafuji still on the green put the pin back in the hole, removed his hat and bowed after the historic win. All of […]

Does Your Current BD Spark Joy?

Marie Kondo For Advisors

Spring has finally sprung! The grass is looking a little greener, the trees are starting to bloom, and the time has come to shed the winter layers and embrace the season of growth.  The changing of the seasons also marks the start of the annual ritual of spring cleaning. Now’s the time when everyone across […]

The Tech Savvy Future Is Now

Financial Advisors Technology

It’s no secret that our lives are consumed by technology. We can get just about everything we need, all at the click of a button. How many ounces are in a cup? Just ask Siri or Alexa. What’s the score of the game? There’s an app for that. Looking for a dentist in your area? […]

The Importance Of Anonymity

The Importance Of Anonymity

Has there ever been a time when you wish you could go off the grid, that you could just be a fly on the wall? In today’s age, with all our advanced technology, anonymity can be hard to come by. Look at Twitter for example. A very vague description of a person can quickly lead […]

The New Normal

The New Normal 3xEquity

It’s been over a year since the world as we knew it came to a halt. It’s been a time filled with learning to be flexible and adaptable, as most of the country adjusted to working remotely. And while we’re getting closer to putting COVID-19 behind us as vaccines are distributed across the country, many […]

AdvisorHub Interview With Jeff Crosby

Jeff Crosby AdvisorHub

Only have a few minutes?  Here’s an edited version of AdvisorHub’s CEO, Tony Sirianni talk with Jeff Crosby, CEO & Founder of 3xEquity about transitioning during the pandemic and the art of matching advisors with the right firm. Want to watch the entire broadcast?  Here you go.  Follow this link for important information for advisors […]