Have You Found Your Perfect Match?

Valentine’s Day is upon us, and for some, that means it’s time to break out the pink balloons, jewelry, and the delicious assortment of chocolates that are front and center in just about every store. And while a big part of valentines are the decorations and tasty treats, it’s also a time when people will start to evaluate or re-evaluate their relationships and seriously consider whether their current partner is the right match. 

Advisors, it’s time for you to do the same and assess your relationship with your B/D. Are they still providing deal-making services, or have the deal-breakers started to creep in? With everything that has happened in the past year, has your B/D lived up to and exceeded all expectations and standards?

If your B/D hasn’t lived up to expectations, it might be time to consider a switch. We know how hard it can be to find the perfect match all on your own, which is why we’re here to help. Think of 3xEquity almost as your own personal dating app. Start by putting together a list of what you’re looking for in a B/D, particularly the all-important deal-makers and deal-breakers. Our job? To secure you multiple offers from some of the top B/Ds around. From there, we work with you to keep the ball rolling, setting up meetings and providing relevant talking points and questions.

If you’re ready to explore your options and find your perfect match click here



 

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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

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