Take This Step Before Starting To Plan Out 2022

From growth goals and new real estate to personnel and new opportunities, it’s business planning season, the time of the year when most everything is up for consideration.

Should moving to a new firm be on the table for consideration? 

The short answer is – yes!

Many advisors test the waters this time of year in order to give themselves the most complete view of their options.

At 3xEquity our 100% confidential process means you can take a peek at multiple live offers all while you and your practice remain anonymous.

Click here to get started right now.

Some things to consider:

  • With the stock market soaring, your trailing 12-month revenue (T12)- what offers are based on, might be at its highest point ever.
  • Several BDs are paying well-above market for top talent right now in an effort to grow
  • Even if you don’t move, having an offer in hand can enhance your planning process – and securing offers doesn’t cost you anything.

What are you waiting for?  Secure multiple offers right now from top regional and national BDs.

Click here to secure your offers.

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Transition packages from top regional and national broker-dealers like LPL, Ameriprise, Wells Fargo, RBC, Cetera, Dynasty, UBS, and more.