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 country opens the windows, rummages through their houses, and decides what stays and still has benefits and what no longer has any use or needs replacement. It’s more than maintenance; it’s a time when we hit the reset button and say out with the old and antiquated and in with the new and improved.

“The process of assessing how you feel about the things you own, identifying those that have fulfilled their purpose, expressing your gratitude, and bidding them farewell, is really about examining your inner self, a rite of passage to a new life.”

Marie Kondo

Spring cleaning doesn’t just represent the physical cleaning of your house or office. It applies to any and all aspects of life. It’s the opportunity to reevaluate your wants, needs, and goals and if need be, make the changes needed and start fresh. 

For financial advisors, spring cleaning might come in the form of looking for a new broker-dealer, and that may be more important than ever. After all, you’ve spent the winter pondering on improvements. And you’ve also spent over a year in a pandemic redefining how you communicate with clients. Now is the time to act upon your ideas and see what other, potentially better, options are out there.

And just as you would organize and clean out your home, go through each item that your broker-dealer brings to the table. One by one, ask yourself if each aspect is still useful and advantageous to your business. Is their technology keeping you competitive? Does their marketing support help you find new prospects? 

As you go through your broker-dealer spring cleaning, channel your inner cleaning guru Marie Kondo, and ask yourself if the relationship sparks joy. If it doesn’t and you feel frustrated more than you should be, it might be time to bid adieu. 3xEquity is here to help you finish tidying up. We’ll help you find the broker-dealer that checks off everything on your list. Want to get a head start on your spring cleaning? Click here to learn more.


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