3xEquity Launches Mobile App For Advisors Curious About Changing Broker Dealers

Built for financial advisors who are curious about changing their broker-dealer and want to stay off the radar screen, 3xEquity’s mobile app for iPhone and Android devices is a one-stop resource for news, insights, events, and industry-leading transition tools – including 3xEquity’s exclusive Instant Offer tool which quickly and easily provides advisors with multiple transition […]

Decisions, Decisions, Decisions…

Decisions Decisions New Blog

The average person makes around 35,000 conscious decisions in a day. Many you make without even realizing it. Consider your morning: Did you decide to get out of bed or hit the snooze button? Did you choose orange juice or milk to go with your breakfast?  For advisors, our days consist of deciding what products […]

Have You Found Your Perfect Match?

Valentine’s Day is upon us, and for some, that means it’s time to break out the pink balloons, jewelry, and the delicious assortment of chocolates that are front and center in just about every store. And while a big part of valentines are the decorations and tasty treats, it’s also a time when people will […]

3 Keys to Putting Together a Winning Team

The big game this past Sunday brought a highly anticipated matchup between two quarterback powerhouses in Tom Brady and Patrick Mahomes. And despite Brady’s prowess and the Bucs’ home field advantage, Mahomes and the Kansas City Chiefs were still favored to win the coveted Vince Lombardi trophy. Yet even while being considered the underdogs, the […]

Tapping Into Your Inner Tom Brady

On Sunday, February 7th Tom Brady will step on the field for his record 10th Super Bowl appearance.  It will be his first with the Tampa Bay Buccaneers after 20 seasons with the New England Patriots. Many wondered what Brady, who had spent 20 seasons with New England, was thinking in going to Tampa Bay.  […]

THE TIME TO PREPARE IS NOW: THOUGHTS ON YOUR FUTURE MOVE

Like anything worth doing in life, switching to a new broker dealer takes work…to be honest, a lot of work.  If making a move is on your horizon, here are some steps you can start taking now to lay the groundwork.  Research and Due Diligence – Research is essential during the pre-transition process. You need […]

HOW B/D TRANSITION PACKAGES CAN HELP WITH DEBT & FINANCES

In addition to COVID-19, there has been another epidemic this past year—widespread financial turbulence. From businesses shutting down to market volatility and everything in-between, it’s been a time filled with financial struggles – and advisors have experienced their fair share.  While most people think of financial advisors as having it all together and having their […]

3 BENEFITS OF SWITCHING BROKER-DEALERS RIGHT NOW

3 Benefits of switching bds right now

2020 was a rollercoaster ride of a year. In all aspects of life, there were incredible highs and extreme lows. After coming off a record breaking 2019, the year started strong before hitting a major slowdown when the coronavirus hit. According to a recent report from Fidelity, year-to-date, there have been 96 RIA transactions, comprising […]

TOP BDs WEBINAR REPLAY AVAILABLE NOW (VIDEO/PODCAST)

TOP BROKER DEALERS ROUNDTABLE: Featuring Ameriprise, Cetera, and LPL Financial available now to watch on YouTube or download as a podcast on Spotify. The first round in our on-going series included a discussion with executive leaders from 3 top national broker-dealers, including John Pierce, Head of Business Development at Cetera, Manish Dave, Senior Vice President […]

ADVISOR MOVES: TOP INFLUENCING FACTORS IN 2020

3xEquity new blog post

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 […]