How a market downturn can impact your transition package (and why moving now might make sense)

This article was originally published on AdvisorHub on March 12th, mere days before the market’s dramatic turn.

A possible downturn or correction in the market can mean anxious clients, but it can also mean a significant decrease in your transition package to move firms.

Each year thousands of advisors switch broker-dealers.  You may be considering a move in the future yourself.

Have you considered what a downturn in the market could mean for your transition deal? 

If you have $1.5mil in production and the market corrects 10% for the year, you lose close to half a million dollars from your Wirehouse transition deal by waiting until next year to move.

We’ve seen an increase in the number of advisors reaching out to 3xEquity in the past few months to assist them in their transition/move, many who have become more curious because of reports on AdvisorHub and other industry sites about the growth in the size of transition deals over the past few months.  Although we know the right fit and servicing clients are the priorities when considering a move, it has been hard not to notice the size of some of the recent deals we’ve seen.

Advisors need to consider how current market conditions could impact their wallet in the long term and in turn, how long they should wait to make that move.

When the past 12-month market performance is at all-time highs, that is when your transition package is likely to be at its highest. 

If a move is on your horizon and you are curious about securing multiple transition offers, while staying 100% anonymous, 3xEquity can help.  Getting started only takes a couple of seconds and beginning now could be worth a lot in the long run.

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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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