The Elephant In The Room – Going Independent
One of the biggest changes that came with the onset of the COVID-19 pandemic was the switch to working from home. We all found ourselves no longer making a commute into the office and instead “commuting” from our beds to our kitchen tables, desks, or whatever other creative setup people have turned to. he current environment, […]
The Net On Raymond James’ Increased Recruiting
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
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
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
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
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?
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
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
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 […]