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.

Share this article

Email
Twitter
LinkedIn
Author picture

Curious about switching broker dealers? Secure your 2 best offers all while remaining 100% anonymous.

Ready to start? Click here.

Leave a Reply

Secure Multiple Offers All While Remaining 100% Anonymous

CONTACT US

It’s one of the most important—and personal—questions a financial advisor can ask. Whether it’s frustrations with admin fees, limited platform flexibility, or just a gut feeling that you’ve outgrown your current firm, the decision to move shouldn’t be rushed. The right time to leave isn’t just about market timing—it’s about life timing.

If you’re weighing your options, we recommend this quick read: The Best Time for a Move—a blog and podcast episode that walks through key signals it may be time to explore a transition.

There’s no one-size-fits-all answer. Going independent offers more control, higher payouts, and brand autonomy—but with added responsibilities. Wirehouses provide built-in infrastructure, brand recognition, and turnkey support—but often come with more restrictions and fees.

The real question is: Which model makes the most sense for your business goals and lifestyle?

To make a confident decision, you need to understand the economics behind both paths. Start by securing transition offers from top firms—independent and wirehouse—so you can compare side-by-side.

Get Your Offers in Hand

Our services are 100% free to financial advisors. We don’t charge you a dime. If you decide to make a move, the new firm pays us a finder’s fee—similar to a recruiter. But unlike recruiters, we’re not tied to any one firm, so we work to find your best fit, not theirs.

Want the full breakdown? Check out our blog post: How We Get Paid

© 2024 3xEquity, LLC. All rights reserved

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