Over the years, the technology gap between wirehouses and the independent channel has been closing… with the independent side offering some clear advantages. Wirehouses typically have a one-size-fits-all approach when it comes to technology, with some that are slow to adapt. Today’s broker-dealers are upping their game and offer robust and flexible tech stacks that rival the biggest of the wirehouses. So going the independent route not only means you can get more robust technology, but you also have the ability and flexibility to customize it to fit your needs and enhance the client experience.
While it may not be an advisor’s top priority, earning potential is always near the top of the list and is a primary factor to consider when looking to make a move. Plenty of wirehouse advisors feel like more than half their payout goes to the wirehouse instead of a greater portion going into their pockets. With the current competition among broker-dealers to win breakaways, transitioning to independence comes with the opportunity to negotiate a big boost in your compensation and get that amazing recruitment deal.
Making the move to independence from a wirehouse is no small move. That’s why you should have a Transition Specialist, like 3xEquity, by your side showing you the ropes and helping you find the right home for your business. You can expect to get multiple offers from top-of-the-line broker-dealers that are ready to put you and your clients first in a matter of days.
Working with 3xEquity also means you stay 100% anonymous, taking away the risk of exploring your options. We handle the heavy lifting, giving you insights into the best offers so you can make an informed decision and find a better home for your business. It’s time to take control of your business and future today and discover your path to independence.
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