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.